Robert
Wang

Ameriprise Financial Services, Inc

CRD#4456544
Investment Advisor
in Atlanta, GA
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About this Advisor

Robert Wang is a certified financial planner located in Atlanta, Georgia. Currently a registered financial advisor with Ameriprise Financial Services, Inc, they have accumulated 17 years of practice in the financial advisory industry. Wang holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Wang is able to act as a financial advisor based out of Georgia and Texas. The advisor has gained experience at Axa Advisors, LLC and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Atlanta, Georgia, and operates out of 161 additional offices in the United States. Overall, Ameriprise Financial Services, Inc oversees $244 billion in assets dispersed across 1,268,997 client accounts and retains more than 13,020 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. 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 investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Ameriprise Financial Services, Inc can offer 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

17 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

Robert Wang Work History

Robert has 17 years of experience.

2015 - Present (4 years)

Ameriprise Financial Services, Inc

2001 - 2015 (14 years)

Axa Advisors, LLC

Disclosures

Robert Wang has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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