George
Henry

Ameriprise Financial Services, Inc

CRD#1777161
Investment Advisor
in Austin, TX
Are you George Henry? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

George Henry is a certified financial planner whose office is in Austin, Texas. Currently an investment advisor at Ameriprise Financial Services, Inc, Henry has an impressive 31 years of experience as a financial advisor. Henry maintains a Series 63 license, certifying the advisor as a securities broker. Henry is able to serve clients in Texas. Henry has spent their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Austin, Texas, and has 161 locations in the country. As a registered investment firm, Ameriprise Financial Services, Inc oversees $244 billion in assets dispersed across 1,268,997 accounts and retains more than 13,020 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Ameriprise Financial Services, Inc provides 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, Certified Financial Planner

Years of Experience

31 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

11675 Jollyville Rd Ste 200
Austin, TX 78759-3939

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

$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

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

George Henry Work History

George has 31 years of experience.

1987 - Present (32 years)

Ameriprise Financial Services, Inc

Disclosures

George Henry has no 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