Elise
Harada

Ameriprise Financial Services, Inc

CRD#4944336
Investment Advisor
in Torrance, CA
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About this Advisor

Elise Harada is a financial advisor who works in Torrance, California, with a total of 13 years of financial industry experience. Harada currently works for Ameriprise Financial Services, Inc. They have worked at Ameriprise Financial Services, Inc for all of their career. Harada has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Ameriprise Financial Services, Inc is an advisory firm headquartered in Torrance, California. The company has offices in 161 locations and a total of 13,020 financial advisors. It manages $244 billion in total assets among its 1,268,997 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number of services, such as 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 for financial advisory services usually vary depending on the financial services provided. However, fees charged by Ameriprise Financial Services, Inc most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

2601 Airport Dr Ste 110
Torrance, CA 90505-6142

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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

Elise Harada Work History

Elise has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Elise Harada has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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