Linda TarboxCRD Number: 724114
Current Firm: Ameriprise Financial Services, LLC
Linda Tarbox (CRD# 724114) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Simsbury, CT and has over 38 years of experience in the finance industry.
Milestone Asset Management Group, LLC
Advice And Planning Services
Citizens Securities, Inc.
|Ameriprise Financial Services, Inc.||Suffield, CT||Apr 2015 - Current||7|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Apr 2015||< 1|
|Morgan Stanley Smith Barney||North Granby, CT||Jun 2009 - Apr 2015||5|
|Citigroup Global Markets Inc.||Hartford, CT||Jan 1992 - Apr 2015||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
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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