Gelsomina Lipscomb
Gelsomina Lipscomb is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Tampa, FL, with 24 years of industry experience. Gelsomina 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4600 W Kennedy Blvd, Tampa, FL, 33609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gelsomina is a finance committee member on the board of directors for Lipscomb and a board member for Lipscomb. She also works as a financial advisor for Centennial Financial, dedicating about a third of her time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wealth Advisors of Tampa Bay
LPL Financial LLCBroker
Florida Investment Advisors
Florida Investment AdvisorsBroker
Florida Investment AdvisersBroker
First Investors CorporationBroker
State Registrations26 states
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