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Marcia Lynn Raidle

Ameriprise Financial Services, LLC

Winter Park, FL

Winter Park, FL

CRD 3215171

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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
FL RA APPROVED 2000-05-04
  • FL RA
    APPROVED
    Since 2000-05-04

Branch Locations

601 N New York Ave Ste 211, Winter Park, FL 32789 • United States

Winter Park, 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
Ameriprise Financial Services, Inc. Winter Park FL 03/2000 03/2020
Ameriprise Financial Services, Llc Winter Park FL 03/2020 Present
Other Businesses

Business Ownership; Raidle, Lasseigne & Raidle; ; General Partnership; 2466 Grand Teton CircleWinter Park, FL 32792-1100, ,; ; ; 0 hours per month; .

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-06-30
  • S63 Uniform Securities Agent State Law Examination
    2000-06-30

View on SEC IAPD

Nearby Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
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Nearby Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig

Nearby Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL

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