Terri
Starliper

Ameriprise Financial Services, LLC

CRD#5305672
Investment Advisor
in Glen Allen, VA

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About this Advisor

Terri Starliper is an advisor whose office is in Glen Allen, Virginia. Starliper maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Starliper is registered to act as a financial advisor based out of Texas and Virginia. Starliper has spent their whole career at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is located in Glen Allen, Virginia, and has 158 other locations throughout the nation. Overall, Ameriprise Financial Services, LLC oversees $313 billion in assets dispersed across 1,488,886 client accounts and employs more than 13,556 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 749,613 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Ameriprise Financial Services, LLC can provide 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 66

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

4510 Cox Rd Ste 104
Glen Allen, VA 23060-6758

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

VA Average: $5,289,111,388
Total Number of Employees

13,556

VA Average: 157
Total Number of Accounts

1,488,886

VA Average: 8,262
Average Account Size

$210,414

VA 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

Terri Starliper has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

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

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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