Mark
Leach

Ameriprise Financial Services, LLC

CRD#4689231
Investment Advisor
in Lutherville Timonium, MD

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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

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, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

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

13,556

MD Average: 157
Total Number of Accounts

1,488,886

MD Average: 8,262
Average Account Size

$210,414

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

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

This content was compiled from the SEC and FINRA.

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.

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