Jeffrey
Toadvine

Ameriprise Financial Services, Inc

CRD#2566224
Investment Advisor
in Orlando, FL
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About this Advisor

Jeffrey Toadvine is a certified financial planner and chartered financial consultant in Orlando, Florida. Currently an investment advisor with Ameriprise Financial Services, Inc, Toadvine has 12 years of professional experience as a registered investment advisor. Toadvine maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Toadvine is able to advise clients in Florida and Texas. Their career trajectory has included roles at Commonwealth Financial Network, Toadvine And Associates, Inc, Ingram Advisory Services, LLC and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Orlando, Florida, and has 161 additional offices throughout the United States. As a company, Ameriprise Financial Services, Inc oversees $244 billion in assets throughout 1,268,997 accounts and employs more than 13,020 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Ameriprise Financial Services, Inc offers 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, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

12 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

300 S Orange Ave Ste 750
Orlando, FL 32801-3347

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

FL Average: 157
Total Number of Accounts

1,393,263

FL Average: 8,262
Average Account Size

$178,230

FL 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

Jeffrey Toadvine Work History

Jeffrey has 12 years of experience.

2012 - Present (7 years)

Ameriprise Financial Services, Inc

2009 - 2012 (3 years)

Ingram Advisory Services, LLC

2006 - 2009 (3 years)

Commonwealth Financial Network

2006 - 2009 (3 years)

Toadvine And Associates, Inc

Disclosures

Jeffrey Toadvine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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