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Lisa Hertling Albrecht

Ameriprise Financial Services, LLC

Reston, VA

Ashburn, VA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2002-11-28
  • VA RA
    APPROVED
    Since 2002-11-28

Branch Locations

1902 Campus Commons Dr Ste 500, Reston, VA 20191-1592 • United States

Ashburn, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Express Financial Advisors Boston MA 09/2002 03/2020
Ameriprise Financial Services, Llc Reston VA 03/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-27
  • S66 Uniform Combined State Law Examination
    2002-11-27
Other Names
  • Lisa Marie Hertling
  • Lisa Marie Hertling

View on SEC IAPD

Other Firms

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CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

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MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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