Irma Anacleto, financial advisor La Mesa CA

Irma Anacleto

CRD Number: 4557032
Current Firm: Ameriprise Financial Services, LLC

Irma Anacleto (CRD# 4557032) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in La Mesa, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC El Cajon, CA Aug 2021 - Current 2
North Island Credit Union El Cajon, CA Jul 2004 - Aug 2021 17
Cuso Financial Services, LP San Diego, CA Jan 2015 - Jul 2021 6
Lpl Financial LLC El Cajon, CA Feb 2006 - Jan 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Irma J. Anacleto
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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