EP
CFP
EP
CFP

Eric Prall

43 Years of Experience
Temple, TX
1 DisclosureBroker

Eric Prall is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Temple, TX, with 43 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

10252 W Adams Ave Ste 104B, Temple, TX, 76502

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2003
Closed-No Action
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.
January 2020 - January 2020 · 0 mos
Morgan StanleyBroker
June 2009 - January 2020 · 10 yrs 7 mos
Morgan Stanley
June 2009 - January 2020 · 10 yrs 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 1983 - April 2007 · 23 yrs 8 mos
Morgan Stanley Dw INC.Broker
October 1982 - April 2007 · 24 yrs 6 mos
State Registrations4 states
GAINKSTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors