Joel Ayers, financial advisor Winston Salem NC

Joel Ayers

CRD Number: 4059099
Current Firm: Ameriprise Financial Services, LLC

Joel Ayers (CRD# 4059099) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winston Salem, NC and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Winston Salem, NC Mar 2020 - Current 4
Ameriprise Financial Services Inc. High Point, NC Dec 2018 - Current 5
Bb&t Securities, LLC Kernersville, NC Jan 2018 - Dec 2018 < 1
Bb&t Investment Services, Inc. Kernersville, NC Jan 2013 - Dec 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Joel D. Ayers
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • NC
  • TX
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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