PA
PA

Philip Amick

21 Years of Experience
Melbourne, FL
1 DisclosureBroker

Philip Amick is a registered investment advisor at Ameriprise Financial Services, LLC, based in Melbourne, FL, with 21 years of industry experience. Philip 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

6767 N Wickham Rd, Ste A107, Melbourne, FL, 32940-2031

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History

Regulatory History (1)
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Customer Dispute
May 2002
Award / Judgment
Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Edward Jones
August 2017 - August 2023 · 6 yrs
Edward JonesBroker
July 2017 - August 2023 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - March 2009 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - March 2009 · 1 yr 7 mos
A. G. Edwards & Sons, INC.
September 2005 - August 2007 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
September 2005 - August 2007 · 1 yr 11 mos
Morgan Stanley
December 1995 - August 2005 · 9 yrs 8 mos
Morgan Stanley Dw INC.Broker
December 1995 - August 2005 · 9 yrs 8 mos
State Registrations11 states
ALCAFLGAILMANCPATNTXVA
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.