Sherry
Kho

Ameriprise Financial Services, Inc

CRD#5210909
Investment Advisor
in Raleigh, NC
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About this Advisor

Sherry Kho is a certified financial planner who works out of Raleigh, North Carolina, who has been in the financial industry for 10 years. Kho works at Ameriprise Financial Services, Inc. They have spent all of their career at Ameriprise Financial Services, Inc. Kho has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Ameriprise Financial Services, Inc is a firm that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 161 locations and a total of 13,020 financial advisors. It manages $244 billion in total assets between its 1,268,997 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Ameriprise Financial Services, Inc has a number 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 advice usually vary depending on the financial services offered. However, fees charged by Ameriprise Financial Services, Inc can consist of 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

5420 Wade Park Blvd Ste 208
Raleigh, NC 27607

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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

Sherry Kho Work History

Sherry has 10 years of experience.

2008 - Present (11 years)

Ameriprise Financial Services Inc

Disclosures

Sherry Kho has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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