Lindsay Jones
Lindsay Jones is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Celina, TX, with 20 years of industry experience. Lindsay 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
236 W Pecan St Suite 110, Celina, TX, 75009
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business Activities
Lindsay is involved in business ownership activities, dedicating a few hours per week to this pursuit. This activity, started in February 2021, is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations16 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.