Devon
Robb

Ameriprise Financial Services, Inc

CRD#5997905
Investment Advisor
in Sacramento, CA
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About this Advisor

Devon Robb is a certified financial planner who works out of Sacramento, California, who has been in the industry for 12 years. Robb is an employee of Ameriprise Financial Services, Inc. Over the course of their career, Robb has held roles at Ameriprise Financial Services, Inc and Lowe'S Home Improvement. Robb holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Ameriprise Financial Services, Inc is a registered investment company that has its headquarters in Sacramento, California. The firm has offices in 161 locations and a total of 13,020 employees. It administers $244 billion in total assets between its 1,268,997 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets available to invest. Ameriprise Financial Services, Inc offers a number 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 charged by financial advisors largely vary depending on which service is offered. Fee types 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

12 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

2150 River Plaza Dr Ste 290
Sacramento, CA 95833-4132

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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

Devon Robb Work History

Devon has 12 years of experience.

2011 - Present (8 years)

Ameriprise Financial Services, Inc

2006 - 2013 (7 years)

Lowe'S Home Improvement

Disclosures

Devon Robb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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