Dora Steeley
Dora Steeley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Turlock, CA, with 23 years of industry experience. Dora 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
2853 Geer Rd, Ste C, Turlock, CA, 95382
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2017Other Business Activities
Dora is an owner of a business at 4616 Main Street since 2020, and also provides bill paying services through IFA since 2016, dedicating minimal time to each. Dora also engages in business ownership and consulting at 4012 Eastgate Dr, spending a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations8 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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