Russell A Doyle

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Long Beach, CA
• 11/2016 → 04/2019
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
• 04/2019 → 03/2020
  Ameriprise Financial Services Inc
  Irvine, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Phoenix, AZ

Previous Registrations

• 2008-01-01 → 2019-04-16
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
• 2005-09-07 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Long Beach, CA
  Long Beach, CA
  St. Louis, MO
• 2001-03-22 → 2005-08-29
  Morgan Stanley Dw Inc.
  Oxnard, CA

Other Businesses

Other Business Activities; Occasional rent of home; I would like to continue to rent out my home for short term rental days occasionally when I travel. I would like to keep this an ongoing activity unless and until I wish to end the activity.; 18393 W Mountain Sky Ave,, , Goodyear, AZ, 85338; Not Investment-Related; 07/17/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-05

Other Names

• Russell A Doyle
• Russell Alan Doyle