David Loder
David Loder is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Palm Beach Gardens, FL, with 32 years of industry experience. David 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
3801 PGA Blvd Ste 500, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other Business ActivitiesSells Insurance
David is an independent insurance broker, selling fixed annuities through United of Omaha and American National since August 2023.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Olde Discount CorporationBroker
State Registrations33 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
More Advisors
- Thomas RudakasAmeriprise Financial Services, LLC
- Veronica McleodAmeriprise Financial Services, LLC
- Robert GutnerAmeriprise Financial Services, LLC
- James MurphyAmeriprise Financial Services, LLC
- Syndie Levien, CFPAmeriprise Financial Services, LLC
- Douglas DinzikAmeriprise Financial Services, LLC