Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-02-26
TX RA APPROVED 2013-02-28
TN RA APPROVED 2004-02-27
  • MS RA
    APPROVED
    Since 2025-02-26
  • TX RA
    APPROVED
    Since 2013-02-28
  • TN RA
    APPROVED
    Since 2004-02-27

Branch Locations

138 Timber Creek Dr, Cordova, TN 38018 • United States

465 S Main St Ste 101, Memphis, TN 38103-6433 • United States

Cordova, TN • United States

2555 Caffey St Ste 9, Hernando, MS 38632 • 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
Ameriprise Financial Services, Inc. Cordova TN 05/1996 03/2020
Ameriprise Financial Services, Llc Cordova TN 03/2020 Present
Other Businesses

Business Ownership; GO Operations; member; This is a shell for our financial planning practice; 138 Timber Creek Cordova, TN 38018, ,; Not Investment-Related; 09/23/2018; 1 to 9 hours per month; 1 to 9 during trading hours / The Rental Company; Co-owner; Owns Rental Property - all were sold by the end of 2025; 8966 East Glendale CourtCordova, TN, 38018, , Cordova, TN, 38018; Not Investment-Related; 04/01/2008; 1 to 9 hours per month; 0 during trading hours / 138 Timber Creek, LLC; Co-owner; Owns commercial rental property; 138 Timber Creek, , Cordova, TN, 38018; Not Investment-Related; 12/01/2008; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; West Tennessee Women's Lacrosse Officials Association; Assignor; 8966 East Glendale CourtCordova, TN, , Cordova, TN, 38018; Not Investment-Related; 02/08/2013; 1 to 9 hours per month; 0 during trading hours / Civitan; Board Member; Memphis, TN, , Memphis, TN, 38018; Not Investment-Related; 11/13/2017; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Self; Referee; Referree, assignor; home, , Cordova, TN, 38018; Not Investment-Related; 11/15/2010; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-04-01
  • S63 Uniform Securities Agent State Law Examination
    1996-04-01
Designations
Other Names
  • Julie Westbrook
  • Julie W Terry

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cordova, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor