Shawn Christopher Smith

Shawn Christopher Smith is a financial advisor at Ameriprise Financial Services, LLC in Blue Bell, PA. Reported securities licenses include Series 66. The latest record indicates 24 years of industry experience and 17 years of reported work history. Reported roles include Ameriprise Financial Services, Inc., Lucso Marketing LLC, Unemployed, Park Avenue Securities.

SEC disclosures list additional business and community activities: Independent Insurance Brokering; Aetna (through Goldmark Benefits Health Insurance Broker); 11/01/2022; Health / Independence Blue Cross / Blue Shield; 11/01/2022; / United Health Care; 02/13/2023;: Business ownership; scs professional consulting, llc; provide rost and other consulting services to advisors and professionals; Outside employment; scs advisor consulting, llc; managing member / managing principal - managing member of the llc - consulting with other advisors and practices on strategic planning, growth strategies, marketing, and new advisor onboarding.

Ameriprise Financial Services, LLC's firm-level Form ADV reports 12,966 advisors across 7,819 offices; approximately 106.9 clients per advisor, average assets per client of $476,420, and regulatory AUM of $660.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.