Edward
Creed

Ameriprise Financial Services, Inc

CRD#1899291
Investment Advisor
in Carlsbad, CA
Are you Edward Creed? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Edward Creed is a financial advisor based in Carlsbad, California. Currently a registered advisor with Ameriprise Financial Services, Inc, they have accumulated a notable 22 years of practice in the financial advisory industry. Creed maintains a Series 63 license, qualifying the advisor as a securities broker. Creed is able to act as a financial advisor in California. Over the course of their career, they have held roles at Creed & Asc and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Carlsbad, California, and has 161 other locations in the country. Overall, Ameriprise Financial Services, Inc oversees $244 billion in assets dispersed across 1,268,997 accounts and employs more than 13,020 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 603,208 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ameriprise Financial Services, Inc can provide 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

22 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

5927 Balfour Ct Ste 207
Carlsbad, CA 92008

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Edward Creed Work History

Edward has 22 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

1996 - Present (23 years)

Creed & Asc

Disclosures

Edward Creed has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started