James Clure
James Clure is a registered investment advisor at Ameriprise Financial Services, LLC, based in Charleston, WV, with 36 years of industry experience. James 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
101 Washington St E Ste 124, Charleston, WV, 25301
Get directionsHistory
Regulatory History (3)
Regulatory
April 2005Customer Dispute
December 2002Customer Dispute
February 2002Other Business Activities
James has business ownership and outside employment roles related to Jerica9326 LLC since 2022. These activities are investment-related and take about 10-20% of his time each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations17 states
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
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