James
Murdock

Ameriprise Financial Services, Inc

CRD#2185119
Investment Advisor
in Austin, TX
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About this Advisor

James Murdock is a certified financial planner working out of Austin, Texas, who has 10 years of professional experience. Murdock is currently employed by Ameriprise Financial Services, Inc. Over the course of their career, Murdock has held roles at Ameriprise Financial Services, Inc and Chase Investment Services Corp. Murdock maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Ameriprise Financial Services, Inc is a business that has its headquarters in Austin, Texas. The company has offices in 161 locations and a total of 13,020 financial advisors. It handles $244 billion in assets under management across its 1,268,997 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% are associated with high-net-worth investors who have at least $1 million in investable assets. The company offers 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. Fees for financial advice vary depending on which services the firm provides the client. Fee types billed by Ameriprise Financial Services, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

7200 N Mo Pac Expy Ste 140
Austin, TX 78731

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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

James Murdock Work History

James has 10 years of experience.

2011 - Present (8 years)

Ameriprise Financial Services, Inc

2010 - 2011 (1 years)

Chase Investment Services Corp

2008 - 2010 (2 years)

Ameriprise Financial Services, Inc

Disclosures

James Murdock has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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