LS
CFP
LS
CFP

Lauren Silva

21 Years of Experience
Tampa, FL
3 DisclosuresBroker

Lauren Silva is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Tampa, FL, with 21 years of industry experience. Lauren 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

1001 S. Macdill Ave., Ste. 700, Tampa, FL, 33629-5250

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History

Regulatory History (3)
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
March 2011
Denied
Customer Dispute
October 2010
Denied
Criminal
February 2006
Final Disposition
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLC
January 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
LPL Financial LLC
October 2021 - January 2023 · 1 yr 3 mos
LPL Financial LLCBroker
September 2021 - January 2023 · 1 yr 4 mos
Ameriprise Financial Services, LLC
September 2004 - September 2021 · 17 yrs
Ameriprise Financial Services, LLCBroker
April 2004 - September 2021 · 17 yrs 5 mos
Ids Life Insurance CompanyBroker
April 2004 - July 2006 · 2 yrs 3 mos
State Registrations19 states
CAFLHIILINMAMONCNJNYOHPARISCTNTXVAWIWV
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.
Lauren Silva - Financial Advisor | TrueAdvisor