Thomas
Harris

Ameriprise Financial Services, Inc

CRD#4946273
Investment Advisor
in Dallas, TX
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About this Advisor

Thomas Harris is a certified financial planner who works out of Dallas, Texas, who has been in the advisory business for 13 years. Harris is an advisor for Ameriprise Financial Services, Inc. They have spent all of their time as a financial advisor at Ameriprise Financial Services, Inc. Harris maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Ameriprise Financial Services, Inc is a company that has its headquarters in Dallas, Texas. The company has offices in 161 locations and a total of 13,020 people on staff. It administers $244 billion in assets under management among its 1,268,997 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Ameriprise Financial Services, Inc has a broad array 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 typically are based on which service is provided. However, fees billed by Ameriprise Financial Services, Inc most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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

7557 Rambler Rd Ste 1465
Dallas, TX 75231-2321

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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

Thomas Harris Work History

Thomas has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Thomas Harris has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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