Joseph
Diller

Ameriprise Financial Services, Inc

CRD#1922137
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Joseph Diller is an investment advisor whose office is in Woodland Hills, California. Currently an advisor at Ameriprise Financial Services, Inc, Diller has 10 years of work experience in the financial advisory industry. Diller has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Diller is able to operate in California, Colorado, Florida, Hawaii, Montana, Nevada, New Jersey, New Mexico and Texas. During their career, the advisor has held roles at Ameriprise Advisor Services, Inc and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Woodland Hills, California, and operates out of 161 locations in the nation. In aggregate, Ameriprise Financial Services, Inc oversees $244 billion in assets throughout 1,268,997 accounts and retains more than 13,020 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Yes

Office Location

5850 Canoga Ave Ste 120
Woodland Hills, CA 91367

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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

Joseph Diller Work History

Joseph has 10 years of experience.

2009 - Present (10 years)

Ameriprise Financial Services, Inc

2009 - Present (10 years)

Ameriprise Financial Services, Inc

2008 - 2009 (1 year)

Ameriprise Advisor Services, Inc

Disclosures

Joseph Diller has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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