LS
CFP
LS
CFP

Lauren Silva

22 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 22 years of industry experience. Lauren 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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, LLC
January 2023 - Present · 3 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2023 - Present · 3 yrs 9 mos
Ameriprise Financial Services, LLC
January 2023 - Present · 3 yrs 9 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 Registrations20 states
CAFLHIILINMAMONCNJNYOHPARISCTNTXVAWAWIWV
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.
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