Leslie
Cook

Ameriprise Financial Services, Inc

CRD#2999715
Investment Advisor
in Atlanta, GA
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About this Advisor

Leslie Cook is a certified financial planner who works out of Atlanta, Georgia, who has been in the financial industry for 13 years. Cook is an employee of Ameriprise Financial Services, Inc. They have been employed by Ameriprise Financial Services, Inc for the entirety of their career. Cook maintains a Series 63 license, designating them as a securities representative, and is able to work in Georgia. Ameriprise Financial Services, Inc is a registered investment firm headquartered 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 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in 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 usually are based on the services provided. Fee types billed by Ameriprise Financial Services, Inc likely 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

No

Office Location

2300 Henderson Mill Rd Ne Ste 130
Atlanta, GA 30345-2704

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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

Leslie Cook Work History

Leslie has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Leslie Cook has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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