Kevin
Pittman

Ameriprise Financial Services, Inc

CRD#2193030
Investment Advisor
in Mckinney, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin Pittman is a financial advisor based out of Mckinney, Texas. Pittman is currently employed by Ameriprise Financial Services, Inc. They have spent all of their career at Ameriprise Financial Services, Inc. Pittman holds a Series 63 license, which qualifies them as a securities agent, and is registered to work in Texas. Ameriprise Financial Services, Inc is a company that has its headquarters in Mckinney, Texas. The investment advisory business has offices in 166 locations and a total of 13,718 advisors. It administers $248 billion in assets across its 1,393,263 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 1,577 charities and foundations. Of its 1,393,263 customer accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business provides a wide array of services, such as 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. Financial advisory fees largely are based on the type of services provided. Fee types charged by Ameriprise Financial Services, Inc likely are comprised of some combination of 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

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

$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

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

Disclosures

Kevin Pittman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Jo Kovacich
Hibbing, MN
John Lewis
Roseville, CA
Terri Starliper
Glen Allen, VA
Mark Leach
Lutherville Timonium, MD
Kevin Pittman
Mckinney, TX
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Milan Smado
Richardson, TX

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