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PE
CFP
PE
CFP

Patricia Everett

Ameriprise Financial Services, LLC
38 Years of Experience
Portsmouth, NH
Broker
View SEC Summary
View SEC Summary

Patricia Everett is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Portsmouth, NH, with 38 years of industry experience. Patricia 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

314 Middle St, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2013 - Present · 13 yrs 1 mo
Ameriprise Financial Services, LLC
September 2013 - Present · 13 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
August 2009 - July 2013 · 3 yrs 11 mos
Ameriprise Financial Services, INC.Broker
August 2009 - July 2013 · 3 yrs 11 mos
Ameriprise Financial Services, INC.
July 1997 - July 2009 · 12 yrs
Ameriprise Financial Services, INC.Broker
October 1991 - July 2009 · 17 yrs 9 mos
Ids Life Insurance CompanyBroker
October 1991 - July 2006 · 14 yrs 9 mos
Fn Investment CenterBroker
December 1989 - May 1991 · 1 yr 5 mos
Isfa CorporationBroker
July 1988 - October 1989 · 1 yr 3 mos
Pamco Securities and Insurance ServicesBroker
September 1987 - April 1988 · 7 mos
Gna Securities, INC.Broker
August 1987 - August 1987 · 0 mos
The Stuart-James Company, INC.Broker
July 1986 - February 1987 · 7 mos
Blinder, Robinson & Co.,inc.Broker
October 1985 - January 1986 · 3 mos
State Registrations5 states
FLMAMENHVA
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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