Terry Lynn Stone

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

Authority	Category	Status	Date
CA	RA	APPROVED	2003-12-09

CA RA
APPROVED

Since 2003-12-09

Branch Locations

555 W Shaw Ave Ste B5, Fresno, CA 93704-2503 • United States

Fresno, CA • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Fresno	CA	11/2003	03/2020
Ameriprise Financial Services, Llc	Fresno	CA	03/2020	Present
Terry L Stone, Cpa	Fresno	CA	12/1990	Present

11/2003 → 03/2020

Ameriprise Financial Services, Inc.

Fresno, CA
03/2020 → Present

Ameriprise Financial Services, Llc

Fresno, CA
12/1990 → Present

Terry L Stone, Cpa

Fresno, CA

Other Businesses

Business Ownership; Moore Grider & Company LLP; Co-owner; Tax Preparation; 325 E. Sierra Avenue, , Fresno, CA, 93710; Not Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours. Outside Employment; Moore Grider & Company LLP; Co-owner; Tax Preparation; 325 E. Sierra Avenue, , Fresno, CA, 93710; Not Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-12-08

S66 Uniform Combined State Law Examination

2003-12-08

View on SEC IAPD