Lillie Pearo (CRD# 5540951) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crosslake, MN and has over 15 years of experience in the finance industry.
CRD# 4522588
Wells Fargo Advisors
CRD# 6883888
Edward Jones
CRD# 1661105
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Crosslake, MN | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Edina, MN | Jul 2016 - Mar 2020 | 3 |
| Unemployed | Pequot Lakes, MN | Feb 2016 - Jul 2016 | < 1 |
| Pequot Lakes High School | Pequot Lakes, MN | Aug 2015 - Jan 2016 | < 1 |
| Unemployed | Pequot Lakes, MN | Jul 2015 - Aug 2015 | < 1 |
| Ameriprise Financial Services, Inc. | Edina, MN | Jun 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- MN
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
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, WY
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