Jose
Vicente

Ameriprise Financial Services, Inc

CRD#4858103
Investment Advisor
in Carlsbad, CA
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About this Advisor

Jose Vicente is a certified financial planner who works in Carlsbad, California, with 13 years of work experience. Vicente currently works for Ameriprise Financial Services, Inc. They have spent their entire career at Ameriprise Financial Services, Inc. Vicente holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Ameriprise Financial Services, Inc is a registered investment business headquartered in Carlsbad, California. It has offices in 161 locations and a total of 13,020 employees. It handles $244 billion in assets under management across its 1,268,997 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. Ameriprise Financial Services, Inc provides a diverse range of services, including 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 largely are based on which service is provided. Fees billed by Ameriprise Financial Services, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

2111 Palomar Airport Rd Ste 340
Carlsbad, CA 92011-1455

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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

Jose Vicente Work History

Jose has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Jose Vicente has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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