Fraser
Duke

Ameriprise Financial Services, Inc

CRD#2203939
Investment Advisor
in Atlanta, GA
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About this Advisor

Fraser Duke is a certified financial planner working out of Atlanta, Georgia, who has been in the financial industry for 16 years. Duke currently works for Ameriprise Financial Services, Inc. Their career trajectory has included roles at Ameriprise Advisor Services, Inc and Ameriprise Financial Services, Inc. Duke maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. Ameriprise Financial Services, Inc is a registered investment business that has its headquarters 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 across its 1,268,997 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The business performs a diverse array 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 for financial advice typically depend on the financial services. However, fees billed by Ameriprise Financial Services, Inc can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 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

3353 Peachtree Rd Ne Ste 920
Atlanta, GA 30326-1412

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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

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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

Fraser Duke Work History

Fraser has 16 years of experience.

2009 - Present (10 years)

Ameriprise Financial Services, Inc

2009 - Present (10 years)

Ameriprise Financial Services, Inc

2002 - 2009 (7 years)

Ameriprise Advisor Services, Inc

Disclosures

Fraser Duke has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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