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Eileen Mcarthur

34 Years of Experience
Scottsdale, AZ
Broker

Eileen Mcarthur is a registered investment advisor at Ameriprise Financial Services, LLC, based in Scottsdale, AZ, with 34 years of industry experience. Eileen 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

16220 N Scottsdale Rd, Ste 250, Scottsdale, AZ, 85254

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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

Eileen is the Vice President of Mcarthur since 2007, dedicating minimal time. She is also involved with the Cancer Aid and Research Fund, spending about a quarter of her time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2025 - Present · 1 yr 2 mos
Ameriprise Financial Services, LLC
July 2012 - Present · 13 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
July 2011 - July 2012 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
December 2002 - June 2009 · 6 yrs 6 mos
Prudential Securities IncorporatedBroker
December 2001 - December 2002 · 1 yr
UBS Painewebber INC.Broker
May 1994 - December 2001 · 7 yrs 7 mos
Smith Barney INC.Broker
March 1994 - June 1994 · 3 mos
D.E. Frey & Company, INC.Broker
January 1993 - January 1994 · 1 yr
Dean Witter Reynolds INC.Broker
June 1991 - January 1993 · 1 yr 7 mos
State Registrations37 states
AKAZCACOCTFLGAHIIAIDILINKSLAMAMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCTXUTVAWAWI
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.
Eileen Mcarthur - Financial Advisor | TrueAdvisor