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Evelyn Dinkins

39 Years of Experience
Kennesaw, GA
2 DisclosuresBroker

Evelyn Dinkins is a registered investment advisor at Ameriprise Financial Services, LLC, based in Kennesaw, GA, with 39 years of industry experience. Evelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1275 Shilow Rd Nw, Ste 2320, Kennesaw, GA, 30144

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2004
Denied
Customer Dispute
July 2003
Denied
Other Business Activities

Evelyn has several outside business activities, including business ownership and outside employment. These activities involve various companies and locations, taking up varying amounts of her time, from minimal to about a quarter of her time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2003 - Present · 23 yrs 2 mos
Ameriprise Financial Services, LLCBroker
December 1986 - Present · 39 yrs 5 mos
Ameriprise Financial Services, LLC
December 1986 - Present · 39 yrs 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
December 1986 - July 2006 · 19 yrs 7 mos
The Stuart-James Company, INC.Broker
October 1986 - December 1986 · 2 mos
State Registrations18 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.