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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

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

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History

Regulatory History (1)
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Customer Dispute
August 2003
Closed-No Action
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 3 mos
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 3 mos
Ameriprise Financial Services, LLCBroker
January 2020 - Present · 6 yrs 3 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.