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CFP
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CFP

David Call

Ameriprise Financial Services, LLC
37 Years of Experience
Salt Lake City, UT
Broker
View SEC Summary
View SEC Summary

David Call is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Salt Lake City, UT, with 37 years of industry experience. David 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

60 E South Temple St Ste 950, Salt Lake City, UT, 84111

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2021 - Present · 5 yrs 5 mos
Ameriprise Financial Services, LLC
May 2021 - Present · 5 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Waddell & Reed
September 2012 - April 2021 · 8 yrs 7 mos
Waddell & ReedBroker
September 2012 - April 2021 · 8 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2012 · 3 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2012 · 3 yrs 3 mos
Citigroup Global Markets INC.
June 2000 - June 2009 · 9 yrs
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1988 - July 1993 · 4 yrs 8 mos
State Registrations5 states
ARMAMTUTWA
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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