Albert Bevilacqua
Albert Bevilacqua is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 29 years of industry experience. Albert 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
433 Plaza Real Ste 275, Boca Raton, FL, 33432-3999
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2005Criminal
October 1993Other Business ActivitiesSells Insurance
Albert is involved in independent insurance brokering with United Health Care since December 2024, focusing on health insurance. The filing indicates that A.M. Best ratings are not required for this product type.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Paragon Capital Markets, INC.Broker
Drake & Company, INC.Broker
Paragon Capital MarketsBroker
State Registrations29 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.