Td Ameritrade Investment Management, LLC

Td Ameritrade Investment Management, LLC (CRD# 111514) is a financial advisory firm headquartered in Omaha, NE. They manage $15,827,987,428 in 101,875 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
200 South 108th Avenue, Omaha, NE 68154
https://www.tdameritrade.com/investment-guidance/investment-management-services.page
By the Numbers
  • Total Assets Under Management
    15,828
    MILLION
  • Total Number of Accounts
    101,875
    ACCOUNTS
  • Average Account Value
    $155,367
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Td Ameritrade Investment Management, LLC
Showing 1 - 10 of 87 top financial advisors.
1
David Abed-Rabboh, financial advisor Westlake TX
David Abed-Rabboh
CRD#: 5297105
3000 Schwab Way, Westlake, TX 76262

David Abed-Rabboh (CRD# 5297105) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Westlake, TX and has over 5 years of experience in the finance industry.

2
Jannine Allex, financial advisor Cary NC
Jannine P. Allex
CRD#: 3215428
223 Weston Pkwy, Cary, NC 27513

Jannine Allex (CRD# 3215428) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Cary, NC and has over 18 years of experience in the finance industry.

3
Lawrence Ambe, financial advisor Southlake TX
Lawrence A. Ambe
CRD#: 5052721
3000 Td Ameritrade Lane, Southlake, TX 76092

Lawrence Ambe (CRD# 5052721) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Southlake, TX and has over 16 years of experience in the finance industry.

4
Clinton Anderson, financial advisor Las Vegas NV
Clinton S. Anderson
CRD#: 4998933
10801 West Charleston, Suite 120, Las Vegas, NV 89135

Clinton Anderson (CRD# 4998933) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Las Vegas, NV and has over 17 years of experience in the finance industry.

5
Jacob Baker, financial advisor Greensboro NC
Jacob R. Baker
CRD#: 7050720
3328 W. Friendly Ave, Suite 111, Greensboro, NC 27410

Jacob Baker (CRD# 7050720) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Greensboro, NC and has over 4 years of experience in the finance industry.

6
Ibrahim Bakhit, financial advisor Omaha NE
Ibrahim A. Bakhit
CRD#: 5753725
200 South 108th Avenue, Omaha, NE 68154

Ibrahim Bakhit (CRD# 5753725) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Omaha, NE and has over 13 years of experience in the finance industry.

7
John Bell, financial advisor Gaithersburg MD
John Bell
CRD#: 4403368
108 Ellington Blvd, Gaithersburg, MD 20878

John Bell (CRD# 4403368) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Gaithersburg, MD and has over 18 years of experience in the finance industry.

8
Andrew Boone, financial advisor Charlotte NC
Andrew T. Boone
CRD#: 4924353
4529 Sharon Road, Charlotte, NC 28211

Andrew Boone (CRD# 4924353) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.

9
Jordan Brown, financial advisor Southlake TX
Jordan D. Brown
CRD#: 6734874
3000 Td Ameritrade Lane, Southlake, TX 76092

Jordan Brown (CRD# 6734874) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Southlake, TX and has over 6 years of experience in the finance industry.

10
Armand Bryant, financial advisor San Diego CA
Armand P. Bryant
CRD#: 5217137
5010 Wateridge Vista Drive, San Diego, CA 92121

Armand Bryant (CRD# 5217137) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in San Diego, CA and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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