Lawrence
Minogue

Ameriprise Financial Services, Inc

CRD#1684568
Investment Advisor
in Atlanta, GA
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About this Advisor

Lawrence Minogue is a certified financial planner operating out of Atlanta, Georgia, with a total of 19 years of work experience. Minogue currently works for Ameriprise Financial Services, Inc. During their career, the advisor has held roles at Next Financial Group, Fsg Wealth Management Inc and Ameriprise Financial Services Inc. Minogue has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Georgia and Texas. Ameriprise Financial Services, Inc is a registered investment firm that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 161 locations and a total of 13,020 advisors. It administers $244 billion in assets under management among its 1,268,997 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. Ameriprise Financial Services, Inc has a diverse range 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 for financial advisory services typically vary depending on which service is offered. However, fee types charged by Ameriprise Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 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

4151 Ashford Dunwoody Rd Ste 225
Atlanta, GA 30319

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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

Lawrence Minogue Work History

Lawrence has 19 years of experience.

2017 - Present (2 years)

Ameriprise Financial Services Inc

2012 - 2017 (5 years)

Fsg Wealth Management Inc

1999 - 2017 (18 years)

Next Financial Group

Disclosures

Lawrence Minogue has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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