Ameriprise Financial Services, Inc
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About this Advisor
John Lewis is an investment advisor in Roseville, California. Lewis maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Lewis is registered to work with customers based out of California and Texas. Lewis has spent their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Roseville, California, and operates out of 166 other offices in the country. As a registered investment firm, Ameriprise Financial Services, Inc oversees $248 billion in assets covering 1,393,263 accounts and retains more than 13,718 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 691,052 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have greater 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's fees may include 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 no disclosures.
Please visit their SEC profile for more details.
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