Mark
Leach

Ameriprise Financial Services, Inc

CRD#4689231
Investment Advisor
in Lutherville Timonium, MD

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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

Series 66

Years of Experience

less than 1 year

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

9515 Deereco Rd Ste 303
Lutherville Timonium, MD 21093-2116

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

MD Average: $5,289,111,388
Total Number of Employees

13,718

MD Average: 157
Total Number of Accounts

1,393,263

MD Average: 8,262
Average Account Size

$178,230

MD 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

Disclosures

Mark Leach has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Jo Kovacich
Hibbing, MN
John Lewis
Roseville, CA
Terri Starliper
Glen Allen, VA
Mark Leach
Lutherville Timonium, MD
Kevin Pittman
Mckinney, TX
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Milan Smado
Richardson, TX

This content was compiled from the SEC and FINRA.

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