Pablo Avina
Pablo Avina is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Glendale, CA, with 30 years of industry experience. Pablo 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
535 N Brand Blvd, Ste 1000 and 950, Glendale, CA, 91203
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2004Customer Dispute
October 2003Other Business Activities
Pablo is a partner and franchise advisor at RGAA, LLC, which supports practice operations. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations45 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
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