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Paul Carter Prewitt

Ameriprise Financial Services, LLC

Orlando, FL

Longwood, FL

CRD 2442799

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-22
FL RA APPROVED 1994-03-30
  • TX RA
    APPROVED
    Since 2019-02-22
  • FL RA
    APPROVED
    Since 1994-03-30

Branch Locations

223 Pasadena Place, Orlando, FL 32803 • United States

Longwood, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Orlando FL 09/2005 03/2020
Ameriprise Financial Services, Llc Orlando FL 03/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-03-28
  • S63 Uniform Securities Agent State Law Examination
    1994-03-28

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
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Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

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