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Todd Andrew Perkins

Ameriprise Financial Services, LLC

Ponte Vedra Beach, FL

Jacksonville, FL

CRD 3098213

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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 2023-03-15
FL RA APPROVED 2022-09-26
  • TX RA
    APPROVED
    Since 2023-03-15
  • FL RA
    APPROVED
    Since 2022-09-26

Branch Locations

818 A1A N Ste 301, Ponte Vedra Beach, FL 32082-3298 • United States

Jacksonville, 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
Ubs Financial Services Inc Jacksonville FL 07/2010 09/2022
Ameriprise Financial Services, Llc Jacksonville FL 09/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-12
  • S66 Uniform Combined State Law Examination
    1999-08-12
Other Names
  • Todd A Perkins
  • Todd Perkins
  • Todd A Andrew Perkins

View on SEC IAPD

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