Adam WhitesellCRD Number: 5134341
Current Firm: Ameriprise Financial Services, Inc.
Compensation Model: Fee Only
Adam Whitesell (CRD# 5134341) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Raleigh, NC and has over 9 years of experience in the finance industry.
We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future.
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|Ameriprise Financial Services Inc.||Raleigh, NC||Apr 2006 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
|S7||General Securities Representative Examination (GS)||Jun 2015|
Total Assets Under Management248,322MILLIONS
Total Number of Accounts1,393,263ACCOUNTS
Average Account Value$178,230
- 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
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
Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC.
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