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Alexander Timpson

33 Years of Experience
Portland, ME
1 DisclosureBroker

Alexander Timpson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Portland, ME, with 33 years of industry experience. Alexander 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

Two Portland Sq, Ste 700, Portland, ME, 04101

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History

Regulatory History (1)
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Customer Dispute
August 2008
Closed-No Action
Other Business Activities

Alexander oversees the management of real estate through Synergosity LLC and owns real estate through Wander Group LLC, dedicating about 10-20% of his time to each. He also spends about 10-20% of his time on music recording and performance with The Strangely Possibles.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2018 - Present · 7 yrs 7 mos
Ameriprise Financial Services, LLC
October 2018 - Present · 7 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - October 2018 · 10 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2018 · 10 yrs 9 mos
A. G. Edwards & Sons, INC.
June 2002 - January 2008 · 5 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
July 1992 - January 2008 · 15 yrs 6 mos
State Registrations21 states
AKCACOCTFLGAMAMEMNNCNHNJNVNYPARISCTNUTVAWA
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.