Lee
Dover

Ameriprise Financial Services, Inc

CRD#1978815
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Lee Dover is a financial advisor whose office is in Woodland Hills, California. Currently an advisor with Ameriprise Financial Services, Inc, they have accrued 13 years of work experience. Dover has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Dover can work with customers based out of California and Texas. Dover has worked their complete career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Woodland Hills, California, and operates out of 161 other locations across the United States. As a company, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 client accounts and retains more than 13,020 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ameriprise Financial Services, Inc provides 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 63, Series 65

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

21300 Victory Blvd Ste 420
Woodland Hills, CA 91367

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

CA Average: $5,289,111,388
Total Number of Employees

13,020

CA Average: 157
Total Number of Accounts

1,268,997

CA Average: 8,262
Average Account Size

$192,468

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

Lee Dover Work History

Lee has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Lee Dover has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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