Sarah Lundgren (CRD# 6776529) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Watkinsville, GA and has over 4 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Watkinsville, GA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Opelika, AL | Mar 2017 - Mar 2020 | 3 |
| Unemployed | Auburn, AL | Feb 2017 - Mar 2017 | < 1 |
| Monumental Management Inc. | Opelika, AL | Sep 2016 - Jan 2017 | < 1 |
| Brunswick News Publishing Company | Brunswick, GA | Jul 2015 - Sep 2016 | 1 |
| Savannah Millworks Inc. | Savannah, GA | Nov 2014 - Jul 2015 | < 1 |
| Brunswick News Publishing Company | Brunswick, GA | Jan 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- GA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
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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