William Pickles
William Pickles is a registered investment advisor at Ameriprise Financial Services, LLC, based in Olympia, WA, with 30 years of industry experience. William 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
400 Union Ave SE Ste 200, Olympia, WA, 98501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William has business ownership interests and outside employment with Live Your Ideal Life LLC since 2009. He dedicates minimal time to business ownership and about a third of his time to Live Your Ideal Life LLC.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
John Hancock Funds, LLCBroker
Raymond James & Associates, INC.Broker
State Registrations36 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.