Roberta
Armijo

Ameriprise Financial Services, Inc

CRD#1988730
Investment Advisor
in Arcadia, CA
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About this Advisor

Roberta Armijo is a financial advisor who works out of Arcadia, California, with a total of 13 years of professional experience. Armijo is an advisor for Ameriprise Financial Services, Inc. They have been employed by Ameriprise Financial Services, Inc for the entirety of their career. Armijo holds a Series 63 license, designating them as a securities agent, and is approved to work in California. Ameriprise Financial Services, Inc is a registered investment firm based out of Arcadia, California. The company has offices in 161 locations and a total of 13,020 financial advisors. It manages $244 billion in total assets across its 1,268,997 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 1,420 charities and foundations. Of its 1,268,997 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company performs a number 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 charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Ameriprise Financial Services, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

225 E Santa Clara St Ste 302
Arcadia, CA 91006

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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

Roberta Armijo Work History

Roberta has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Roberta Armijo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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