Daniel
Morris

Ameriprise Financial Services, LLC

CRD#2414826
Investment Advisor
in Montgomery, AL

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About this Advisor

Daniel Morris is a financial advisor operating in Montgomery, Alabama, with a total of 15 years of work experience. Morris currently works for Ameriprise Financial Services, LLC. They have spent their complete career at Ameriprise Financial Services, Llc. Morris holds a Series 63 license, qualifying them as a securities broker, and is registered to operate in Alabama and Texas. Ameriprise Financial Services, LLC is a registered investment company headquartered in Montgomery, Alabama. The investment advisory business has offices in 158 locations and a total of 13,556 people on staff. It has $313 billion in total assets across its 1,488,886 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 1,698 charities and foundations. Of its 1,488,886 client accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely depend on which services are offered. However, fees charged by Ameriprise Financial Services, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

2835 Zelda Road - Suite 18
Montgomery, AL 36106

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

AL Average: $5,289,111,388
Total Number of Employees

13,556

AL Average: 157
Total Number of Accounts

1,488,886

AL Average: 8,262
Average Account Size

$210,414

AL Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Daniel Morris Work History

Daniel has 15 years of experience.

2005 - Present (16 years)

Ameriprise Financial Services, Inc

Disclosures

Daniel Morris has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

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