David
Headrick

Ameriprise Financial Services, Inc

CRD#1429351
Investment Advisor
in Pittsburgh, PA
Are you David Headrick? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Headrick is a certified financial planner who works in Pittsburgh, Pennsylvania, with 33 years of financial industry experience. Headrick is currently employed by Ameriprise Financial Services, Inc. They have been an employee of Ameriprise Financial Services, Inc for their complete career. Headrick has a Series 63 license, designating them as a securities agent, and can work in Pennsylvania and Texas. Ameriprise Financial Services, Inc is a registered investment firm based out of Pittsburgh, Pennsylvania. It has offices in 161 locations and a total of 13,020 financial advisors. It controls $244 billion in assets across its 1,268,997 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Ameriprise Financial Services, Inc offers a wide array 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. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fee types charged by Ameriprise Financial Services, Inc can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

33 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

200 Cedar Ridge Dr Ste 201
Pittsburgh, PA 15205

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

PA Average: 157
Total Number of Accounts

1,393,263

PA Average: 8,262
Average Account Size

$178,230

PA Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Headrick Work History

David has 33 years of experience.

1985 - Present (34 years)

Ameriprise Financial Services, Inc

Disclosures

David Headrick has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started