Steven FeltonCRD Number: 1348440
Current Firm: Ameriprise Financial Services, Inc.
Steven Felton (CRD# 1348440) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Rocky Mount, NC and has over 32 years of experience in the finance industry.
Emerald Asset Management, Inc.
Whitener Capital Management, Inc.
|American Express Financial Advisors Inc.||Raleigh, NC||Feb 1985 - Current||32|
|Unemployed||Raleigh, NC||Feb 1985 - Current||32|
|Ids Life Insurance Company||Minneapolis, MN||Feb 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
- Customer Dispute
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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