Linda Bennett
Linda Bennett is a registered investment advisor at Ameriprise Financial Services, LLC, based in Leesburg, FL, with 23 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
8112 Centralia Ct, Ste 105, Leesburg, FL, 34788-3701
Get directionsHistory
Regulatory History (5)
Financial
August 2020Financial
August 2020Financial
August 2020Financial
February 2018Financial
November 2017Other Business Activities
Linda owns Linda J Bennett & Associates, LLC and Crazy Ladies Farm, LLC. She spends minimal time on each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations2 states
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
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