Nhi Doan

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

• 05/2021 → 06/2022
  Verse.iO
  San Diego, CA
• 11/2020 → 04/2021
  H&R Block
  Lilburn, GA
• 10/2019 → 01/2021
  Red Clay Cafe
  Athens, GA
• 09/2019 → 09/2019
  Copytalk
  Athens, GA
• 07/2018 → 07/2019
  Domino's
  Norcross, GA
• 01/2018 → 03/2020
  Central Casting
  Atlanta, GA
• 12/2016 → 08/2018
  Homegoods
  Tucker, GA
• 07/2022 → 02/2024
  Bank Of America N.A.
  Dunwoody, GA
• 02/2024 → 05/2024
  N/A
  Norcross, GA
• 08/2016 → 12/2016
  N/A
  Norcross, GA
• 09/2025 → Present
  Ameriprise Financial Services, Llc
  Duluth, GA
• 05/2024 → 08/2025
  Raymond James
  Atlanta, GA

Previous Registrations

• 2024-06-03 → 2025-09-04
  Raymond James & Associates, Inc.
  Atlanta, GA
• 2023-03-30 → 2024-02-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, GA
  New York, NY
  Dunwoody, GA
  Marietta, GA
  Dunwoody, GA
  Dunwoody, GA
  Marietta, GA
  Dunwoody, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-28

Other Names

• Nhi T Doan
• Nhi Thu Doan