Douglas
Peterson

Ameriprise Financial Services, Inc

CRD#2433084
Investment Advisor
in Los Angeles, CA
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About this Advisor

Douglas Peterson is a financial advisor in Los Angeles, California. Currently a registered financial advisor at Ameriprise Financial Services, Inc, Peterson has 13 years of work experience as a financial advisor. Peterson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Peterson is able to work with investors based out of California. Peterson has worked their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Los Angeles, California, and operates out of 161 other brick-and-mortar locations across the United States. In total, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 client accounts and retains more than 13,020 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ameriprise Financial Services, Inc offers 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, Series 65

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

6080 Center Dr Fl 6
Los Angeles, CA 90045

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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

Douglas Peterson Work History

Douglas has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Douglas Peterson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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