Harold Carlisle
Harold Carlisle is a registered investment advisor at Ameriprise Financial Services, LLC, based in Jacksonville, AR, with 35 years of industry experience. Harold 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
224 N Bailey Blvd, Jacksonville, AR, 72076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harold owns commercial real estate and other businesses across Arkansas. He also works as a financial advisor at Centennial Bank, dedicating about 60 hours per month to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
Fiserv Investor Services, INC.Broker
Link Investment Services, INC.Broker
Boatmen's Investment Services, INC.Broker
Liberty Securities CorporationBroker
Pamco Securities and Insurance ServicesBroker
Nylife Securities INC.Broker
State Registrations7 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.