Aina CarlssonCRD Number: 3043167
Current Firm: Ameriprise Financial Services, Inc.
Aina Carlsson (CRD# 3043167) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Oxnard, CA and has over 19 years of experience in the finance industry.
Greyfox Investors LLC
Invictus Asset Management LLC
Lamia Financial Group, Inc.
|Ameriprise Financial Services Inc.||Oxnard, CA||Apr 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV