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Jimmy Price

41 Years of Experience
Saginaw, MI
1 DisclosureBroker

Jimmy Price is a registered investment advisor at Ameriprise Financial Services, LLC, based in Saginaw, MI, with 41 years of industry experience. Jimmy 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

4177 Fashion Square Blvd., Suite 4, Saginaw, MI, 48603

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 2008
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2014 - Present · 12 yrs
Ameriprise Financial Services, LLC
October 2014 - Present · 12 yrs
Ameriprise Financial Services, LLCBroker
October 2014 - Present · 12 yrs
Previous Registrations
Wells Fargo Advisors, LLC
November 2010 - October 2014 · 3 yrs 11 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2014 · 6 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
August 1988 - January 2008 · 19 yrs 5 mos
Shearson Lehman Hutton INC.Broker
February 1988 - September 1988 · 7 mos
E. F. Hutton & Company INCBroker
April 1985 - February 1988 · 2 yrs 10 mos
State Registrations10 states
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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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