Laura IngelsCRD Number: 5075862
Current Firm: Ameriprise Financial Services, LLC
Laura Ingels (CRD# 5075862) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Luis Obispo, CA and has over 3 years of experience in the finance industry.
Lpl Financial LLC
J.p. Morgan Securities LLC
Ameriprise Financial Services, LLC
|Ameriprise Financial Services, Inc.||San Luis Obispo, CA||Nov 2005 - Current||17|
|Ameriprise Financial Services, Inc.||San Luis Obispo, CA||Jan 2015 - Oct 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- 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, WY
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