Ameriprise Financial Services, LLC
About this Advisor
Mark Leach is a financial advisor in Lutherville Timonium, Maryland. Leach has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Leach is able to serve investors based out of Maryland. Leach has worked their whole career at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is headquartered in Lutherville Timonium, Maryland, and operates out of 158 additional offices in the nation. As a company, Ameriprise Financial Services, LLC oversees $313 billion in assets across 1,488,886 accounts and retains more than 13,556 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Ameriprise Financial Services, LLC can provide 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's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, LLC Brokerage Details
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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
Mark Leach has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ameriprise Financial Services, LLC
Glen Allen, VA
Lutherville Timonium, MD
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.