Luann FregeauCRD Number: 1825189
Current Firm: Ameriprise Financial Services, Inc.
Luann Fregeau (CRD# 1825189) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Punta Gorda, FL and has over 29 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Signator Investors, Inc.
Darryll R. Bauchert, Sr., Mba, Cfp
|American Express Financial Advisors Inc.||Punta Gorda, FL||Apr 1988 - Current||29|
|Ids Life Insurance Company||Punta Gorda, FL||Apr 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
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