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Lili Papp

Ameriprise Financial Services, LLC

Boca Raton, FL

Boynton Beach, FL

CRD 6227253

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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_RES 2025-02-28
FL RA APPROVED 2021-10-14
  • TX RA
    APPROVED_RES
    Since 2025-02-28
  • FL RA
    APPROVED
    Since 2021-10-14

Branch Locations

5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States

Boynton Beach, FL • 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
Pnc Investments, Llc West Palm Beach FL 02/2016 04/2017
Pnc Bank, N.A. West Palm Beach FL 02/2016 04/2017
Unemployed Boynton Beach FL 04/2017 08/2017
Jp Morgan Chase Bank Boynton Beach FL 08/2017 09/2021
Jp Morgan Securities Llc Boynton Beach FL 08/2017 09/2021
Ameriprise Financial Services, Llc Boca Raton FL 10/2021 Present
  • 02/2016 → 04/2017
    Pnc Investments, Llc
    West Palm Beach, FL
  • 02/2016 → 04/2017
    Pnc Bank, N.A.
    West Palm Beach, FL
  • 04/2017 → 08/2017
    Unemployed
    Boynton Beach, FL
  • 08/2017 → 09/2021
    Jp Morgan Chase Bank
    Boynton Beach, FL
  • 08/2017 → 09/2021
    Jp Morgan Securities Llc
    Boynton Beach, FL
  • 10/2021 → Present
    Ameriprise Financial Services, Llc
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-21
  • S66 Uniform Combined State Law Examination
    2013-10-21

View on SEC IAPD

Nearby Firms

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Nearby Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS

Nearby Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL

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