William
Foster

Ameriprise Financial Services, Inc

CRD#2096122
Investment Advisor
in New York, NY
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About this Advisor

William Foster is a certified financial planner who works in New York, New York, who has been in the industry for 13 years. Foster is an employee of Ameriprise Financial Services, Inc. They have been with Ameriprise Financial Services, Inc for their complete career. Foster holds a Series 63 license, which qualifies them as a securities representative, and is able to operate in California. Ameriprise Financial Services, Inc is a firm that has its headquarters in New York, New York. The company has offices in 161 locations and a total of 13,020 financial advisors. It handles $244 billion in assets under management among its 1,268,997 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. Ameriprise Financial Services, Inc offers a number of services, such as 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 charged by financial advisors depend on which services the firm provides the client. Fee types charged by Ameriprise Financial Services, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

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

888 7Th Ave Fl 10
New York, NY 10106-1099

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

NY Average: 157
Total Number of Accounts

1,268,997

NY Average: 8,262
Average Account Size

$192,468

NY 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

William Foster Work History

William has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

William Foster has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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