Alexander Ian Binnie

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.
  Orinda, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Orinda, CA

Other Businesses

Board of Directors; Watchpoint Logistics; Board Member; 700 Airport Blvd, Suite 380, Burlingame, CA, 94010; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Freelance Writing; Sole proprietor - Non-financial freelance writing; Freelance fiction and nonfiction writing - not related to financial planning.; 5 Corte del Rey, , Orinda, CA, 94563; Not Investment-Related; 09/01/2020; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; Comic Book Publication; My new client, Scott Morse, asked to use a piece of fiction that I had published online a few years ago for his upcoming comic book compellation of short fiction. Scott is a former Pixar animator, and he is well-known in the comic book illustration world. He anticipates completing the books later this year in time to debut at Comic Con in San Diego. There is no talk of compensation - just a way for him to reconnect with the comic book industry following his dismissal from Pixar. At most, I might receive a complimentary copy of the book.; 5 Corte del Rey, , Orinda, CA, 94563; Not Investment-Related; 07/23/2025; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-30

Designations

• Certified Financial Planner