JH
CFP
JH
CFP

Joseph Hemsley

38 Years of Experience
Bethesda, MD
Broker

Joseph Hemsley is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bethesda, MD, with 38 years of industry experience. Joseph 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

4800 Montgomery Lane Ste 320, Bethesda, MD, 20814-3429

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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.

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Other Business Activities

Joseph oversees HR, manages employees, and assists with expense accounting for HH BMD Enterprises LLC. He also serves as President and Treasurer, presiding over the business' expense and operating management; these activities take about 10-20% of Joseph's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 1990 - Present · 35 yrs 6 mos
Ameriprise Financial Services, LLC
July 1989 - Present · 36 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 1989 - Present · 36 yrs 10 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 1989 - July 2006 · 17 yrs
Financial Network Investment CorporationBroker
June 1987 - August 1989 · 2 yrs 2 mos
State Registrations28 states
ALAZCACOCTDCFLGAILINMAMDMNNCNHNJNMNYOHORPARISCTNTXVAWAWV
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.