William
Everly

Ameriprise Financial Services, Inc

CRD#4529242
Investment Advisor
in Austin, TX
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About this Advisor

William Everly is a certified financial planner whose office is in Austin, Texas. Currently a registered advisor at Ameriprise Financial Services, Inc, Everly has 13 years of professional experience as a financial advisor. Everly maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Everly is registered to work with customers in California and Texas. Everly has worked their complete career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Austin, Texas, and operates out of 161 additional offices throughout the United States. In aggregate, Ameriprise Financial Services, Inc oversees $244 billion in assets dispersed across 1,268,997 client accounts and employs more than 13,020 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Ameriprise Financial Services, Inc can offer 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 may charge clients 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

Yes

Office Location

11675 Jollyville Rd Ste 200
Austin, TX 78759-3939

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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

William Everly Work History

William has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

William Everly has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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