Ameriprise Financial Services, Inc
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About this Advisor
Mark Leach is a financial advisor who works in Lutherville Timonium, Maryland. Leach is an advisor for Ameriprise Financial Services, Inc. They have been with Ameriprise Financial Services, Inc for their entire career. Leach has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland. Ameriprise Financial Services, Inc is a firm that has its headquarters in Lutherville Timonium, Maryland. The investment advisory business has offices in 161 locations and a total of 13,020 advisors. It oversees $244 billion in total assets between its 1,268,997 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 1,420 charities and foundations. Of its 1,268,997 accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. The company provides a broad set of services, including 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. Fees for financial management largely depend on which services the firm provides the client. Fees billed by Ameriprise Financial Services, Inc likely consist of any blend of 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, Inc
Lutherville Timonium, MD
De Pere, WI