Ginger
Ames

Origin Investment Advisory LLC

CRD#6769744
Investment Advisor
in Boston, MA

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About this Advisor

Ginger Ames is a financial advisor based in Boston, Massachusetts, working with Origin Investment Advisory LLC. Ginger has previously held positions at Ameriprise Financial Services, Inc, Homemaking, H&R Block, Terra Blue Wealth Management, Whisper Financial LLC, Sublime Feline LLC, Origin Financial, and Blend Financial Inc Dba Origin Financial. Ginger has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Ginger is part of Origin Investment Advisory LLC, which operates out of Boston, Massachusetts. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

177 Huntington Ave Ste 1703 Pmb 50966
Boston, MA 02115-3153

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Origin Investment Advisory LLC Brokerage Details

Total Assets Under Management

$548,444

MA Average: $16,012,751,954
Total Number of Employees

164

MA Average: 118
Total Number of Accounts

133

MA Average: 4,567
Average Account Size

$4,124

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ginger Ames Work History

2023 - Present (2 years)

Blend Financial Inc Dba Origin Financial

2021 - Present (4 years)

Whisper Financial LLC

2019 - Present (6 years)

Sublime Feline LLC

2022 - 2023 (1 year)

Origin Financial

2020 - 2021 (1 year)

Terra Blue Wealth Management

2019 - 2021 (2 years)

H&R Block

2017 - 2019 (2 years)

Ameriprise Financial Services, Inc

2013 - 2017 (4 years)

Homemaking

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ginger Ames 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 Origin Investment Advisory LLC

Han Xue
Boston, MA
Grant Maddox
Charleston, SC
Paul Carriere
Boston, MA
Michael Babcock
Burleson, TX
Valencia Jones
Ontario, CA
John Piershale
Crystal Lake, IL
Marcus Miller
Boston, MA
Cherita Church
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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