Eric
Ross

Ameriprise Financial Services, Inc

CRD#4617884
Investment Advisor
in Austin, TX
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About this Advisor

Eric Ross is a certified financial planner based out of Austin, Texas, who has been in the advisory business for 16 years. Ross is on the advisory team at Ameriprise Financial Services, Inc. They have spent their complete employment at Ameriprise Financial Services, Inc. Ross maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Ameriprise Financial Services, Inc is a financial advisory company that has its headquarters in Austin, Texas. The company has offices in 161 locations and a total of 13,020 financial advisors. It oversees $244 billion in assets across its 1,268,997 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types billed by Ameriprise Financial Services, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 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

10415 Morado Cir Ste 2-100
Austin, TX 78759

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

TX Average: 157
Total Number of Accounts

1,268,997

TX Average: 8,262
Average Account Size

$192,468

TX 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

Eric Ross Work History

Eric has 16 years of experience.

2002 - Present (17 years)

Ameriprise Financial Services, Inc

Disclosures

Eric Ross has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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