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Adam James Williamson

Ameriprise Financial Services, LLC

Midlothian, VA

Midlothian, VA

CRD 5776254

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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_RES 2022-05-05
VA RA APPROVED 2010-10-04
  • TX RA
    APPROVED_RES
    Since 2022-05-05
  • VA RA
    APPROVED
    Since 2010-10-04

Branch Locations

14350 Sommerville Ct, Midlothian, VA 23113 • United States

Midlothian, VA • 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. Midlothian VA 03/2010 03/2020
Ameriprise Financial Services, Llc Midlothian VA 03/2020 Present
Other Businesses

Fiduciary Activities; Attorney-In-Fact (POA).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-01
  • S66 Uniform Combined State Law Examination
    2010-10-01

View on SEC IAPD

Nearby Firms

STEWARD PARTNERS INVESTMENT ADVISORY, LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

RONALD BRUCE WEBSTER
EDWARD PETER GROSSO
Alice Martin Winters

Nearby Offices

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Midlothian, VA
KESTRA ADVISORY SERVICES, LLC · Midlothian, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Midlothian, VA

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