Carl DehneCRD Number: 1059210
Current Firm: Ameriprise Financial Services, Inc.
Carl Dehne (CRD# 1059210) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Virginia Beach, VA and has over 9 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Ameriprise Financial Services Inc.||Virginia Beach, VA||Feb 2012 - Current||5|
|Morgan Stanley Smith Barney||Newport News, VA||Feb 2010 - Feb 2012||2|
|Breakthrough Management Inc.||Virginia Beach, VA||Sep 1994 - Jan 2010||15|
|H.d. Vest Advisory Services Inc.||Virginia Beach, VA||Jul 2008 - Jul 2009||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
|S66||NASAA Uniform Combined State Law Examination||May 2010|
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