Linda
Lundquist
Ria Advisory Group, LLC
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About this Advisor
Linda Lundquist is a financial advisor working in Des Moines, Iowa who has 13 years of industry experience. Lundquist is an employee of Ria Advisory Group, LLC. Their career trajectory has included roles at Cambridge Investment Research, Inc and Iea Wealth Management LLC (152566). Lundquist holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Iowa and Texas. Ria Advisory Group, LLC is a financial advisory company operating out of Des Moines, IA. The company has offices in 16 locations and a total of 23 financial advisors. It manages $346 million in total assets across its 3,047 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 3,047 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides portfolio management for individuals and small businesses. A financial advisor's fees largely vary depending on which services the firm provides the client. Fees charged by Ria Advisory Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ria Advisory Group, LLC Brokerage Details
$345,689,048
23
3,047
$113,452
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Linda Lundquist Work History
Linda has been registered as a financial advisor for 13 years.*
Iea Wealth Management LLC (152566)
Cambridge Investment Research, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Linda Lundquist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ria Advisory Group, LLC
Des Moines, IA
Urbandale, IA
Elk Horn, NE
Des Moines, IA
Des Moines, IA
Sioux Falls, SD
Des Moines, IA
Des Moines, IA
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