Burton
Banks

Ameriprise Financial Services, Inc

CRD#2969141
Investment Advisor
in Atlanta, GA
Are you Burton Banks? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Burton Banks is a certified financial planner working in Atlanta, Georgia, who has been in the financial industry for 13 years. Banks is on the advisory team at Ameriprise Financial Services, Inc. They have been employed by Ameriprise Financial Services, Inc for their entire career. Banks holds a Series 63 license, designating them as a securities broker, and is registered to serve investors in Georgia and Texas. Ameriprise Financial Services, Inc is a company headquartered in Atlanta, Georgia. The firm has offices in 161 locations and a total of 13,020 financial advisors. It handles $244 billion in total assets between its 1,268,997 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 1,420 charities and foundations. Of its 1,268,997 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a number of services, such as 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 vary depending on which services are provided. Fee types billed by Ameriprise Financial Services, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

Yes

Office Location

825 Juniper St Ne
Atlanta, GA 30308-1311

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

GA Average: 157
Total Number of Accounts

1,393,263

GA Average: 8,262
Average Account Size

$178,230

GA Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Burton Banks Work History

Burton has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Burton Banks has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started