Anthony
Perez

Ameriprise Financial Services, Inc

CRD#4653336
Investment Advisor
in Los Angeles, CA
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About this Advisor

Anthony Perez is a certified financial planner operating in Los Angeles, California, with 13 years of work experience. Perez is currently employed by Ameriprise Financial Services, Inc. They have worked at Ameriprise Financial Services, Inc for their whole career. Perez holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Ameriprise Financial Services, Inc is a registered investment company that has its headquarters in Los Angeles, California. The investment advisory business has offices in 161 locations and a total of 13,020 financial advisors. It oversees $244 billion in assets among its 1,268,997 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a number 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. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Ameriprise Financial Services, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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

12400 Wilshire Blvd Ste 1210
Los Angeles, CA 90025-1078

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

CA Average: 157
Total Number of Accounts

1,268,997

CA Average: 8,262
Average Account Size

$192,468

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

Anthony Perez Work History

Anthony has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Anthony Perez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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