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Evguenia Alexandrova Funderburk

Ameriprise Financial Services, LLC

Allen, TX

Tyler, TX

Mckinney, TX

CRD 5439748

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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:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-01-10
  • TX RA
    APPROVED
    Since 2008-01-10

Branch Locations

700 Central Expy S Ste 380, Allen, TX 75013-8110 • United States

6793 Old Jacksonville Hwy, Tyler, TX 75703 • United States

Mckinney, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Richardson TX 10/2007 03/2020
Ameriprise Financial Services, Llc Allen TX 03/2020 Present
Other Businesses

Business Ownership; Texas Bowling Tournaments; ; This is a company my husband owned and we changed ownership. it does not have any activity at this point and will most likely not have any.; 6621 Marquette Cir, McKinney, TX 75070, ,; Not Investment-Related; 01/01/2017; 0 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-09
  • S66 Uniform Combined State Law Examination
    2008-01-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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