Nathan
Davidson

Ameriprise Financial Services, Inc

CRD#5477577
Investment Advisor
in Raleigh, NC
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About this Advisor

Nathan Davidson is a certified financial planner located in Raleigh, North Carolina. Currently an advisor with Ameriprise Financial Services, Inc, they have accumulated 11 years of experience in the financial advisory industry. Davidson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Davidson is registered to serve investors in New Hampshire and North Carolina. During their career, Davidson has held roles at J Daniel Davidson, H.D. Vest Advisory Services, H.D. Vest Investment Services and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in Raleigh, North Carolina, and has 161 other brick-and-mortar locations throughout the nation. Overall, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 accounts and retains more than 13,020 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable 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, Certified Financial Planner

Years of Experience

11 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

Yes

Office Location

8414 Falls Of Neuse Rd Ste 100
Raleigh, NC 27615-3544

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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

Nathan Davidson Work History

Nathan has 11 years of experience.

2015 - Present (4 years)

Ameriprise Financial Services, Inc

2008 - 2015 (7 years)

H.D. Vest Advisory Services

2007 - 2015 (8 years)

J Daniel Davidson

2007 - 2015 (8 years)

H.D. Vest Investment Services

Disclosures

Nathan Davidson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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