Clifford
Okuda

Ameriprise Financial Services, Inc

CRD#1994173
Investment Advisor
in Torrance, CA
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About this Advisor

Clifford Okuda is an advisor whose office is in Torrance, California. Currently an investment advisor at Ameriprise Financial Services, Inc, Okuda has a notable 29 years of professional experience. Okuda maintains a Series 63 license, which qualifies the advisor as a securities agent. Okuda is able to serve investors based out of California and Texas. Okuda has worked their complete career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Torrance, California, and operates out of 161 other locations throughout the country. In aggregate, Ameriprise Financial Services, Inc manages $244 billion in assets across 1,268,997 client accounts and employs more than 13,020 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% 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

29 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 29 years of experience.

1989 - Present (30 years)

Ameriprise Financial Services, Inc

Disclosures

Clifford Okuda has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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