Joshua
Dvorak

Ameriprise Financial Services, Inc

CRD#6117400
Investment Advisor
in Austin, TX
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About this Advisor

Joshua Dvorak is a financial advisor based in Austin, Texas, who has been in the financial industry for 12 years. Dvorak is an employee of Ameriprise Financial Services, Inc. Throughout their career, Dvorak has worked at Gristmill, Palmers, Trajan Insurance And Wealth Services, Extend-A-Care, Brenham Country Club, Design Ii Catering, Blinn Junior College and Fidelity Brokerage Services LLC. Dvorak has Series 66 and Series 63 licenses, qualifying them as a securities agent, and is registered to serve investors in Texas. Ameriprise Financial Services, Inc is a financial advisory business headquartered in Austin, Texas. The investment advisory business has offices in 161 locations and a total of 13,020 financial advisors. It administers $244 billion in assets under management across its 1,268,997 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 1,420 charities and foundations. Of its 1,268,997 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. Ameriprise Financial Services, Inc provides a wide range 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 advisory services vary depending on which services the firm provides the client. However, fee types charged by Ameriprise Financial Services, Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

12 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

3108 N Lamar Blvd Ste B100
Austin, TX 78705-2013

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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

Joshua Dvorak Work History

Joshua has 12 years of experience.

2016 - Present (3 years)

Ameriprise Financial Services, Inc

2016 - 2016 (0 years)

Jpmorgan Chase Bank

2016 - 2016 (0 years)

Jp Morgan Securities LLC

2012 - 2012 (0 years)

Palmers

2012 - 2012 (0 years)

Trajan Insurance And Wealth Services

2012 - 2016 (4 years)

Fidelity Brokerage Services LLC

2011 - 2012 (1 years)

Extend-A-Care

2010 - 2010 (0 years)

Gristmill

2010 - 2011 (1 years)

Extend-A-Care

2009 - 2010 (1 years)

Palmers

2008 - 2008 (0 years)

Brenham Country Club

2008 - 2008 (0 years)

Design Ii Catering

2006 - 2008 (2 years)

Blinn Junior College

Disclosures

Joshua Dvorak has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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