Ameesha Ouimet is a registered investment advisor, based in Austin, TX, with 12 years of industry experience.
Location
6300 Bee Cave Road, Building One, Austin, TX, 78746
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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.
Learn about disclosures →Employment History
Current Registrations
Dfa Securities LLCBroker
September 2022 - Present · 3 yrs 7 mos
Dimensional Fund Advisors LP
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
LPL Financial LLC
March 2022 - September 2022 · 6 mos
LPL Financial LLCBroker
March 2022 - September 2022 · 6 mos
Kestra Advisory Services, LLC
April 2016 - February 2022 · 5 yrs 10 mos
Kestra Investment Services, LLCBroker
August 2015 - February 2022 · 6 yrs 6 mos
NFP Advisor Services, LLC
August 2015 - September 2016 · 1 yr 1 mo
J. W. Cole Advisors, INC.
January 2014 - July 2015 · 1 yr 6 mos
J.W. Cole Financial, INC.Broker
September 2013 - July 2015 · 1 yr 10 mos
State Registrations1 state
TX
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.