Kevin Pittman
Kevin Pittman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mckinney, TX, with 34 years of industry experience. Kevin 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
203 W Davis St, Mckinney, TX, 75069-4435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns two businesses, one at 202 South Parvin St, Prosper, TX and another at 7460 Warren Pkwy, Suite 260, Frisco, TN. He spends 60 hours per month on each business, all during trading hours.
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
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