Ameriprise Financial Services, LLC
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About this Advisor
John Lewis is an investment advisor who lives in Roseville, California. Lewis has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Lewis is registered to work with clients based out of California and Texas. Lewis has spent their career at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is located in Roseville, California, and operates out of 158 additional locations across the nation. As an advisory firm, Ameriprise Financial Services, LLC manages $313 billion in assets throughout 1,488,886 client accounts and employs more than 13,556 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Ameriprise Financial Services, LLC can offer 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, LLC 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 no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ameriprise Financial Services, LLC
Glen Allen, VA
Lutherville Timonium, MD