Andrea
Singleton

Ameriprise Financial Services, Inc

CRD#4512861
Investment Advisor
in Seattle, WA
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About this Advisor

Andrea Singleton is a certified financial planner who lives in Seattle, Washington. Currently a registered financial advisor at Ameriprise Financial Services, Inc, they have gathered 13 years of experience in the financial advisory industry. Singleton holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Singleton is registered to act as a financial advisor in Texas and Washington. Singleton has spent their complete career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Seattle, Washington, and has 161 additional locations across the nation. In total, Ameriprise Financial Services, Inc manages $244 billion in assets dispersed across 1,268,997 accounts and retains more than 13,020 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ameriprise Financial Services, Inc 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 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

No

Office Location

1200 Westlake Ave N Ste 501
Seattle, WA 98109

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

WA Average: 157
Total Number of Accounts

1,268,997

WA Average: 8,262
Average Account Size

$192,468

WA 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

Andrea Singleton Work History

Andrea has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Andrea Singleton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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