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Robert Edmonds

42 Years of Experience
Greensboro, NC
1 DisclosureBroker

Robert Edmonds is a registered investment advisor at Ameriprise Financial Services, LLC, based in Greensboro, NC, with 42 years of industry experience. Robert 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

3608 W Friendly Ave, Ste 211, Greensboro, NC, 27410-4833

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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
October 2004
Denied
Other Business Activities

Robert is a board member at Edmonds since 2018, dedicating minimal time. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2001 - Present · 24 yrs 5 mos
Ameriprise Financial Services, LLC
December 1983 - Present · 42 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 1983 - Present · 42 yrs 5 mos
Previous Registrations
Ids Financial Services INC.Broker
December 1983 - December 1986 · 3 yrs
State Registrations33 states
ALAZCACOCTDCFLGAIAKYLAMAMDMEMIMNMONCNHNJNYOHORPASCTNTXUTVAVTWAWIWV
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.
Robert Edmonds - Financial Advisor | TrueAdvisor