Claudia MackenzieCRD Number: 1359806
Current Firm: Investment Centers Of America, Inc.
Claudia Mackenzie (CRD# 1359806) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Jamestown, ND and has over 29 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Securities America Advisors, Inc.
|Investment Centers Of America, Inc.||Jamestown, ND||Sep 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV