Best Investors
Account
Sign in
Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-28 |
Branch Locations
700 Central Expy S, Ste 120, Allen, TX 75013-8102 • United States
Celina, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2016 | 07/2023 |
| Ameriprise Financial Services, Llc | Allen | TX | 07/2023 | Present |
Real Estate Ownership; Lot/Land; 23080 County Rd 114, , Iola, TX, 77861; Not Investment-Related; 07/28/2023. Outside Employment; Happy State Bank; Advisor; Investment Advisor; 700 Central Expressway, Suite 120, Allen, TX, 75013; Investment-Related; 07/28/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-21 |
Reach out to this advisor