UBS Financial Services
47yrs
Top advisor by experience in El Segundo
3yrs
Simone Smith
Financial advisor at Ameriprise Financial Services
Simone Smith is a fiduciary financial advisor in El Segundo, California, with 3 years in the industry. Simone joined Ameriprise Financial Services in 2024, after a year at LPL Financial. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 419 advisors with offices in El Segundo, and one of 390 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2100 Park Place, El Segundo, CA 90245
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- Aug 2023 – Oct 2024LPL Financial LLCPreviously
Contact Simone
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Simone. 2100 Park PlaceEl Segundo, CA 90245Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Simone
Tailored to Simone’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Simone
How do I contact Simone?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Simone Smith. Simone works from the El Segundo, CA office.
How long has Simone been a financial advisor?
Simone has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Simone hold?
Series 66. Tap any license on this page to see what it allows.
Is Simone a fiduciary?
Simone is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simone paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Simone for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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