Alexander
Franklin

Ameriprise Financial Services, Inc

CRD#2834470
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Alexander Franklin is a financial advisor operating in Woodland Hills, California, with 21 years of work experience. Franklin is an advisor for Ameriprise Financial Services, Inc. Their career trajectory has included roles at Ameriprise Advisor Services, Inc and Ameriprise Financial Services, Inc. Franklin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Ameriprise Financial Services, Inc is an advisory firm operating in Woodland Hills, California. The company has offices in 161 locations and a total of 13,020 advisors. It administers $244 billion in assets under management between its 1,268,997 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Ameriprise Financial Services, Inc offers a broad set of services, including 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 for financial management usually depend on which services the firm provides the client. Fees billed by Ameriprise Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 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

No

Office Location

5850 Canoga Ave Ste 120
Woodland Hills, CA 91367

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

CA Average: 157
Total Number of Accounts

1,393,263

CA Average: 8,262
Average Account Size

$178,230

CA 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

Alexander Franklin Work History

Alexander has 21 years of experience.

2009 - Present (10 years)

Ameriprise Financial Services, Inc

2009 - Present (10 years)

Ameriprise Financial Services, Inc

1997 - 2009 (12 years)

Ameriprise Advisor Services, Inc

Disclosures

Alexander Franklin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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