DV
DV

Dondi Vinca

31 Years of Experience
Honolulu, HI
1 DisclosureBroker

Dondi Vinca is a registered investment advisor at Ameriprise Financial Services, LLC, based in Honolulu, HI, with 31 years of industry experience. Dondi 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

1585 Kapiolani Blvd, Ste 1304, Honolulu, HI, 96814-4523

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History

Regulatory History (1)
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Customer Dispute
May 2003
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2017 - Present · 8 yrs 8 mos
Ameriprise Financial Services, LLC
September 2017 - Present · 8 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - September 2017 · 14 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - September 2017 · 14 yrs 2 mos
Prudential Securities Incorporated
January 1995 - July 2003 · 8 yrs 6 mos
Prudential Securities IncorporatedBroker
September 1994 - July 2003 · 8 yrs 10 mos
State Registrations7 states
CAFLHINEOHORTN
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.