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 in Carlsbad, California. Currently an advisor with Ameriprise Financial Services, Inc, Vicente has 14 years of professional experience as a registered advisor. Vicente has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Vicente is registered to work with investors in California and Texas. Vicente has worked their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Carlsbad, California, and operates out of 166 offices in the country. In total, Ameriprise Financial Services, Inc manages $248 billion in assets covering 1,393,263 accounts and employs more than 13,718 people. The firm's total assets under management places it among the biggest firms in the country. 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 clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Ameriprise Financial Services, Inc 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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 15 years of experience.

2005 - Present (15 years)

Ameriprise Financial Services, Inc

Disclosures

Jose Vicente has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Jo Kovacich
Hibbing, MN
John Lewis
Roseville, CA
Terri Starliper
Glen Allen, VA
Mark Leach
Lutherville Timonium, MD
Kevin Pittman
Mckinney, TX
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Milan Smado
Richardson, TX

This content was compiled from the SEC and FINRA.

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