Kari Francisco (CRD# 1613304) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colorado Springs, CO and has over 11 years of experience in the finance industry.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
CRD# 4068791
Advisors Asset Management, Inc.
CRD# 4777789
Three Points Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Colorado Springs, CO | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Colorado Springs, CO | Mar 2011 - Mar 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- CO
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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