Ameriprise Financial Services, Inc
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About this Advisor
Mark Leach is an advisor located in Lutherville Timonium, Maryland. Leach holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Leach is able to work with customers based out of Maryland. Leach has worked their career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Lutherville Timonium, Maryland, and has 166 other locations in the nation. Overall, Ameriprise Financial Services, Inc oversees $248 billion in assets throughout 1,393,263 accounts and employs more than 13,718 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 691,052 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. 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
Years of Experience
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Ameriprise Financial Services, Inc 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