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Liliane Ribeiro

19 Years of Experience
Erie, PA
Broker

Liliane Ribeiro is a registered investment advisor at Ameriprise Financial Services, LLC, based in Erie, PA, with 19 years of industry experience. Liliane 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

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Securities America Advisors, INC.
December 2013 - January 2021 · 7 yrs 1 mo
Securities America, INC.Broker
December 2013 - January 2021 · 7 yrs 1 mo
LPL Financial LLC
August 2012 - August 2013 · 1 yr
LPL Financial LLCBroker
August 2012 - August 2013 · 1 yr
Morgan Stanley Smith Barney LLC
April 2011 - October 2011 · 6 mos
Morgan Stanley Smith BarneyBroker
March 2011 - October 2011 · 7 mos
Waddell & Reed, INC.Broker
November 2010 - December 2010 · 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
December 2007 - September 2010 · 2 yrs 9 mos
Wachovia Securities, LLCBroker
May 2005 - December 2007 · 2 yrs 7 mos
State Registrations1 state
PA
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.