Tristan CoudrietCRD Number: 5333389
Current Firm: Ameriprise Financial Services, Inc.
Tristan Coudriet (CRD# 5333389) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Tacoma, WA and has over 10 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Investor Resources Inc.
Nr Smith & Associates, P.s.
|Ameriprise Financial Services, Inc.||Tacoma, WA||Nov 2007 - Current||10|
|Ameriprise Financial Services, Inc.||Seattle, WA||May 2007 - Nov 2007||< 1|
|Central Washington University||Ellensburg, WA||Jan 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
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