Kevin
Pittman

Ameriprise Financial Services, Inc

CRD#2193030
Investment Advisor
in McKinney, TX

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About this Advisor

Kevin Pittman is a financial advisor who is based in Mckinney, Texas. Pittman holds a Series 63 license, qualifying the advisor as a securities broker. Pittman is able to work with customers based out of Texas. Pittman has worked their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Mckinney, Texas, and operates out of 161 offices in the nation. As a company, Ameriprise Financial Services, Inc oversees $244 billion in assets throughout 1,268,997 accounts and retains more than 13,020 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Ameriprise Financial Services, Inc offers 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

Years of Experience

less than 1 year

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

203 W Davis St
McKinney, TX 75069-4435

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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

Disclosures

Kevin Pittman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, Inc

Milan Smado
Richardson, TX
Jason Helbig
Gresham, OR
John Lewis
Roseville, CA
Amy Smith
Novi, MI
Kevin Pittman
McKinney, TX
Mark Leach
Lutherville Timonium, MD
Kelly Noonan
De Pere, WI
Ashlie Connelly
Cheyenne, WY

This content was compiled from the SEC and FINRA.

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