Adam Whitesell, financial advisor Raleigh NC

Adam Whitesell

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
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
Contact Info for Adam M. Whitesell
Phone Number: 612-671-3131
Registered State(s):
  • NC
  • TX
  • SC
  • MN
  • CO
  • NJ
  • VA
  • RI
  • MD
  • GA
  • MI
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    248,322
    MILLIONS
  • Total Number of Accounts
    1,393,263
    ACCOUNTS
  • Average Account Value
    $178,230
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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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Clean Record
This advisor has a clean track record with regulators.

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