Financial ADVSR advisor directory · SEC adviser records
Ameriprise Financial Services, LLC financial advisors in Greenville, NC
Every SEC-registered investment adviser representative at a Ameriprise Financial Services, LLC office in Greenville, A to Z.
The short answer
3 registered advisors work at Ameriprise Financial Services, LLC in Greenville, out of 11,734 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Ameriprise Financial Services, LLC advisors in Greenville, A to Z
Every Ameriprise Financial Services, LLC advisor →- James M. BengalaCertified Financial Planner · Also a broker rep
- Marie B. PeeleCertified Financial Planner · Also a broker rep
- Travis S. WarrenAlso a broker rep
Ameriprise Financial Services, LLC advisors in every city and state →Ameriprise Financial Services, LLC: assets, clients and custodians →Ameriprise news and advisor moves →Advisor Moves: who changed firms this week →
Ameriprise Financial Services, LLC advisors in other cities
Minneapolis, MN 445Edina, MN 154Houston, TX 130Columbus, OH 104Charlotte, NC 100Boca Raton, FL 98Las Vegas, NV 95New York, NY 93Honolulu, HI 88Troy, MI 87Scottsdale, AZ 69Indianapolis, IN 67Atlanta, GA 65Austin, TX 64Tampa, FL 63
Other firms in Greenville
All Greenville advisors →Wells Fargo Clearing Services, LLC 19Edward Jones 10Carolina Wealth Management, Inc. 8Raymond James & Associates, Inc. 7Capital Analysts 6Lincoln Investment 6H. L. Ormond & Company, LLC 5Cetera Investment Advisers LLC 4Credit Union Investment Services 4Equitable Advisors, LLC 4Truist Advisory Services, Inc. 4First Citizens Investor Services, Inc. 3
Questions
How many financial advisors does Ameriprise Financial Services, LLC have in Greenville?
3 investment adviser representatives are registered at Ameriprise Financial Services, LLC offices in Greenville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 11,734 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Ameriprise Financial Services, LLC one of the largest advisor employers in Greenville?
Ameriprise Financial Services, LLC ranks number 12 in Greenville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 19.
How do I check a Ameriprise Financial Services, LLC advisor in Greenville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ameriprise Financial Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.