Lonnie Bathurst (CRD# 2021989) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Litchfield, IL and has over 32 years of experience in the finance industry.
CRD# 4395909
Securities America Advisors, Inc.
CRD# 2357161
Edward Jones
CRD# 6367091
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Service, LLC | Litchfield, IL | Jan 2021 - Current | 3 |
| Ameriprise Financial Services, Inc. | Litchfield, IL | Sep 2005 - Jan 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
- IL
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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