EC
EC

Eladio Correa

43 Years of Experience
Huntington Beach, CA
3 DisclosuresBroker

Eladio Correa is a registered investment advisor at Ameriprise Financial Services, LLC, based in Huntington Beach, CA, with 43 years of industry experience. Eladio 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
12955 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
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Location

101 Main St Ste 380, Huntington Beach, CA, 92648

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History

Regulatory History (3)
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
February 2017
Denied
Customer Dispute
December 2010
Settled
Customer Dispute
February 2009
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 10 mos
Ameriprise Financial Services, LLC
June 1983 - Present · 43 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 1983 - Present · 43 yrs 4 mos
Previous Registrations
Ids Life Insurance CompanyBroker
November 1999 - July 2006 · 6 yrs 8 mos
American Express Service CorporationBroker
April 1992 - December 1994 · 2 yrs 8 mos
Ids Securities CORP.Broker
July 1986 - December 1986 · 5 mos
Ids Financial Services INC.Broker
June 1983 - December 1986 · 3 yrs 6 mos
State Registrations25 states
AZCACODCFLGAHIIAILINKSLAMDMNMOMTNCNVOHORTNTXUTVAWA
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.
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