Richard
Bean

Ameriprise Financial Services, Inc

CRD#5856207
Investment Advisor
in Charlotte, NC
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About this Advisor

Richard Bean is a certified financial planner operating in Charlotte, North Carolina, who has been in the financial industry for 10 years. Bean is on the advisory team at Ameriprise Financial Services, Inc. Throughout their career, Bean has worked at Campus Crusade For Christ, Mosquito Squad, Reformed Theological Seminary, Judge Constangy For Superior Court, N/A, Ubs Financial, Ameriprise Financial Advisors Inc and Ubs Financial Services Inc. Bean has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina and Texas. Ameriprise Financial Services, Inc is an advisory firm operating out of Charlotte, North Carolina. It has offices in 161 locations and a total of 13,020 people on staff. It controls $244 billion in assets between its 1,268,997 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. Ameriprise Financial Services, Inc provides 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 typically depend on which services are offered. Fees charged by Ameriprise Financial Services, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

13830 Ballantyne Corporate Pl Ste 200
Charlotte, NC 28277

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

NC Average: 157
Total Number of Accounts

1,393,263

NC Average: 8,262
Average Account Size

$178,230

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

Richard Bean Work History

Richard has 10 years of experience.

2018 - Present (1 year)

Ameriprise Financial Advisors Inc

2011 - 2018 (7 years)

Ubs Financial Services Inc

2010 - 2010 (< 1 year)

Mosquito Squad

2010 - 2010 (< 1 year)

Judge Constangy For Superior Court

2010 - 2010 (< 1 year)

N/A

2010 - 2011 (1 year)

Ubs Financial

2009 - 2010 (1 year)

Reformed Theological Seminary

2008 - 2009 (1 year)

Campus Crusade For Christ

Disclosures

Richard Bean has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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