Clifford
Okuda

Ameriprise Financial Services, Inc

CRD#1994173
Investment Advisor
in Torrance, CA

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About this Advisor

Clifford Okuda is an investment advisor whose office is in Torrance, California. Currently a registered advisor at Ameriprise Financial Services, Inc, Okuda has an impressive 30 years of professional experience in the financial advisory industry. Okuda maintains a Series 63 license, which certifies the advisor as a securities broker. Okuda can work with investors in California and Texas. Okuda has spent their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Torrance, California, and operates out of 166 other offices in the United States. As a registered advisory firm, Ameriprise Financial Services, Inc manages $248 billion in assets throughout 1,393,263 client accounts and retains more than 13,718 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 691,052 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ameriprise Financial Services, Inc provides 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

31 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

21515 Hawthorne Blvd Ste 880
Torrance, CA 90503

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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

Clifford Okuda Work History

Clifford has 31 years of experience.

1989 - Present (31 years)

Ameriprise Financial Services, Inc

Disclosures

Clifford Okuda has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

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

This content was compiled from the SEC and FINRA.

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