David
Powell

Ameriprise Financial Services, Inc

CRD#1635630
Investment Advisor
in Raleigh, NC
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About this Advisor

David Powell is a certified financial planner and chartered financial consultant based out of Raleigh, North Carolina, who has been in the industry for 13 years. Powell is an advisor for Ameriprise Financial Services, Inc. They have spent their entire employment at Ameriprise Financial Services, Inc. Powell maintains a Series 63 license, designating them as a securities representative, and is able to work in North Carolina and Texas. Ameriprise Financial Services, Inc is an advisory firm operating in Raleigh, North Carolina. The investment advisory business has offices in 161 locations and a total of 13,020 financial advisors. It controls $244 billion in total assets between its 1,268,997 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. The company provides a broad range 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. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees charged by Ameriprise Financial Services, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

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

286 W Millbrook Rd
Raleigh, NC 27609-4304

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

NC Average: 157
Total Number of Accounts

1,268,997

NC Average: 8,262
Average Account Size

$192,468

NC 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

David Powell Work History

David has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

David Powell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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