Tony Bernard Boykin

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Franklin, TN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Franklin, TN

Other Businesses

Real Estate Ownership; Single Family; 591 Bell Factory Rd. Huntsville, AL 35811, ,; Not Investment-Related; 02/01/2002 / Single Family; 5017 Paden Dr. Huntsville, AL, ,; Not Investment-Related; 02/01/2013 / Single Family; 3609 Lakewood Dr. Huntsville, AL, ,; Not Investment-Related; 05/13/2013 / Single Family; 3701 Crestmore Ave Huntsville, AL, ,; Not Investment-Related; 06/01/2014 / Single Family; 5014 Ortega Circle Huntsville, AL, ,; Not Investment-Related; 06/01/2014 / Single Family; 104 Abby Lane, , Troy, AL, 36079; Investment-Related; 11/15/2023 / Multi-Family; Calle 41 Este Con Av 4ta Sur, Bella Vista, , Panama City, , , PAN; Investment-Related; 07/01/2027 / Apartment inside of a hotel; The Bristol Hotel, Calle Aquilino de la Guardia, Panama, Panama, , PAN; Investment-Related; 01/01/2026. Business Ownership; TL31, LLC; Owner, reporting; Business set up to run payroll; 895 Arlington Height Dr, , Brentwood, TN, 37027; Not Investment-Related; 04/28/2022; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Matthew Walker Comprehensive Health Center; Board Member; 1035 14th Ave North, , Nashville, TN, 37208; Not Investment-Related; 03/01/2021; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-14