James
Bailey

Ameriprise Financial Services, Inc

CRD#1693096
Investment Advisor
in Austin, TX
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About this Advisor

James Bailey is a certified financial planner operating out of Austin, Texas, with a total of 31 years of professional experience. Bailey works at Ameriprise Financial Services, Inc. They have spent all of their career at Ameriprise Financial Services, Inc. Bailey has a Series 63 license, certifying them as a securities agent, and is registered to advise clients in Texas. Ameriprise Financial Services, Inc is a registered investment company that has its headquarters in Austin, Texas. The investment advisory business has offices in 161 locations and a total of 13,020 advisors. It controls $244 billion in total assets between its 1,268,997 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 accounts, just 3% are associated with high-net-worth clients who have more 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. A financial advisor's fee schedules are based on the type of services. However, fee types charged by Ameriprise Financial Services, Inc most likely are comprised of 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

4131 Spicewood Springs Rd Ste I 5
Austin, TX 78759

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

TX Average: 157
Total Number of Accounts

1,393,263

TX Average: 8,262
Average Account Size

$178,230

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

James Bailey Work History

James has 31 years of experience.

1987 - Present (32 years)

Ameriprise Financial Services, Inc

Disclosures

James Bailey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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