CT
CFP
CT
CFP

Christopher Thompson

32 Years of Experience
Ponte Vedra Beach, FL
Broker

Christopher Thompson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Ponte Vedra Beach, FL, with 32 years of industry experience. Christopher 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

818 A1A N Ste 301, Ponte Vedra Beach, FL, 32082-3298

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher owns a single-family real estate property and serves on the board of directors for Thompson. He also attends weekly Rotary Club meetings in Ponte Vedra Beach.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2021 - Present · 4 yrs 11 mos
Ameriprise Financial Services, LLC
June 2021 - Present · 4 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2011 - June 2021 · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
August 2011 - June 2021 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1993 - August 2011 · 18 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1993 - August 2011 · 18 yrs 3 mos
State Registrations27 states
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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.