Robert Carter Lachney

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

• 02/2015 → 01/2018
  Lpl Financial Llc
  Birmingham, AL
• 01/2018 → 03/2020
  Ameriprise Financial Services Inc
  Tuscaloosa, AL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Tuscaloosa, AL

Previous Registrations

• 2015-02-09 → 2018-01-24
  Lpl Financial Llc
  North Birmingham, AL
  Mccalla, AL
  Vestavia, AL
  Birmingham, AL
  Cullman, AL
  Birmingham, AL
  Birmingham, AL
  Gardendale, AL
  Hueytown, AL
  Birmingham, AL
  Leeds, AL
  Mccalla, AL
  Oxford, AL
  Pelham, AL
  Birmingham, AL
  Talladega, AL
  Trussville, AL
  Birmingham, AL
• 2014-02-14 → 2015-02-05
  Valic Financial Advisors, Inc.
  Birmingham, AL
• 2013-02-13 → 2014-01-27
  Raymond James & Associates, Inc.
  Birmingham, AL
• 2011-01-11 → 2013-02-13
  Morgan Keegan & Company, Llc
  Birmingham, AL
• 2010-06-01 → 2010-10-13
  Intl Advisory Consultants Inc.
  Birmingham, AL

Other Businesses

Independent Insurance Brokering; Allianz; 01/25/2018; .

Exams

• S66 Uniform Combined State Law Examination
  2010-05-21

Other Names

• Carter Lachney
• Robert Carter Lachney
• Robert Carter Lachney