Ryan
Price

Ameriprise Financial Services, Inc

CRD#4585776
Investment Advisor
in Portland, OR
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About this Advisor

Ryan Price is a certified financial planner and chartered financial consultant located in Portland, Oregon. Currently an investment advisor with Ameriprise Financial Services, Inc, they have accumulated 13 years of work experience in the financial advisory industry. Price holds Series 63 and Series 66 licenses, which qualify the advisor as a securities agent. Price can work with customers in California and Texas. Over the course of their career, they have held roles at Lincoln Financial Advisors, Principal Life Insurance, Princor Financial Services Corporation and Ameriprise Financial Services Inc. Ameriprise Financial Services, Inc is located in Portland, Oregon, and has 161 offices across the nation. In total, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 accounts and retains more than 13,020 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ameriprise Financial Services, Inc offers 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, 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

Yes

Office Location

5550 Sw Macadam Ave Ste 102
Portland, OR 97239-3772

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

OR Average: 157
Total Number of Accounts

1,393,263

OR Average: 8,262
Average Account Size

$178,230

OR 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

Ryan Price Work History

Ryan has 13 years of experience.

2017 - Present (2 years)

Ameriprise Financial Services Inc

2014 - 2017 (3 years)

Principal Life Insurance

2014 - 2017 (3 years)

Princor Financial Services Corporation

2005 - 2014 (9 years)

Lincoln Financial Advisors

Disclosures

Ryan Price has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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