Gelsomina Medaglia Lipscomb

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 08/2019
  Lpl Financial
  Tampa, FL
• 04/2012 → 08/2019
  Wealth Advisors Of Tampa Bay
  Tampa, FL
• 08/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Tampa, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Tampa, FL

Previous Registrations

• 2012-05-14 → 2019-09-23
  Wealth Advisors Of Tampa Bay
  Tampa, FL
• 2007-02-06 → 2012-04-18
  Florida Investment Advisors
  Tampa, FL
  Tampa, FL

Other Businesses

Board of Directors; St Paul Catholic Church; Finance committee member; 12708 N Dale Mabry Hwy, , Tampa, FL, 33618; Not Investment-Related; 08/21/2019; 1 to 9 hours per month; 1 to 9 during trading hours / WE Network; board member; 70100 Ameriprise Financial Center, , Minneapolis, MN, 55474; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Centennial Financial; Financial Advisor - Financial Advisor; ; 4600 W Kennedy Blvd, , Tampa, FL, 33609; Not Investment-Related; 08/16/2019; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-16

Designations

• Certified Financial Planner

Other Names

• Gelsomina Sara Medaglia