Ameriprise Financial Services, Inc
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About this Advisor
John Lewis is an investment advisor based in Roseville, California. Lewis has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Lewis is able to work with clients based out of California and Texas. Lewis has spent their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Roseville, California, and has 161 additional offices in the United States. In aggregate, 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 makes it one of the biggest financial advisory firms in the United States. 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 advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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
Years of Experience
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Ameriprise Financial Services, Inc Brokerage Details
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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
John Lewis has disclosures.
Please visit their SEC profile for more details.
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