TN
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Terrence Nichols

38 Years of Experience
East Hartford, CT
1 DisclosureBroker

Terrence Nichols is a registered investment advisor at Ameriprise Financial Services, LLC, based in East Hartford, CT, with 38 years of industry experience. Terrence 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

55 Hartland St, Ste 405, East Hartford, CT, 06108

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History

Regulatory History (1)
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Judgment / Lien
September 2024
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 1990 - Present · 36 yrs 4 mos
Ameriprise Financial Services, LLC
December 1989 - Present · 36 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 1989 - Present · 36 yrs 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
December 1989 - July 2006 · 16 yrs 7 mos
Cigna Securities, INC.Broker
July 1987 - January 1990 · 2 yrs 6 mos
State Registrations10 states
CACTFLINMANYRITXVAWY
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.
Terrence Nichols - Financial Advisor | TrueAdvisor