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Abigail Linn

16 Years of Experience
Plantation, FL
Broker

Abigail Linn is a registered investment advisor at Ameriprise Financial Services, LLC, based in Plantation, FL, with 16 years of industry experience. Abigail 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

10050 NW 1st Ct, Plantation, FL, 33324

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2017 - Present · 8 yrs 10 mos
Ameriprise Financial Services, LLC
July 2017 - Present · 8 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
January 2017 - March 2017 · 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2017 - March 2017 · 2 mos
UBS Financial Services INC.
December 2015 - October 2016 · 10 mos
UBS Financial Services INC.Broker
December 2015 - October 2016 · 10 mos
Raymond James Financial Services Advisors, INC
March 2015 - November 2015 · 8 mos
Raymond James Financial Services, INC.Broker
February 2015 - November 2015 · 9 mos
Wells Fargo Advisors, LLC
June 2010 - February 2015 · 4 yrs 8 mos
Wells Fargo Advisors, LLCBroker
March 2010 - February 2015 · 4 yrs 11 mos
Ameriprise Financial Services, INC.
January 2008 - February 2009 · 1 yr 1 mo
Ameriprise Financial Services, INC.Broker
January 2008 - February 2009 · 1 yr 1 mo
State Registrations25 states
ALAZCACODCFLGAILKYMAMDMIMONCNENJNVNYOHPASCTNTXVAWI
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.
Abigail Linn - Financial Advisor | TrueAdvisor