Teneshia Butler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 11/2016
  Metlife
  Charlotte, NC
• 04/2015 → 10/2016
  Mecklenburg County
  Charlotte, NC
• 11/2016 → 05/2020
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2019 → 02/2020
  Carolina Dj Professinals
  Charlotte, NC
• 02/2020 → 03/2021
  Instacart
  Waxhaw, NC
• 03/2021 → 09/2023
  Lpl Financial, Llc
  Fort Mill, SC
• 09/2023 → Present
  Ameriprise Financial Services, Llc
  Charlotte, NC

Previous Registrations

• 2021-04-08 → 2023-09-15
  Lpl Financial Llc
  Fort Mill, SC
  Charlotte, NC
• 2019-11-03 → 2020-06-09
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-10-16
• S63 Uniform Securities Agent State Law Examination
  2017-01-30

Other Names

• Teneshia Butler
• Teneshia Felishia Butler