RB
RB

Ronald Bright

28 Years of Experience
Portland, OR
3 DisclosuresBroker

Ronald Bright is a registered investment advisor at Ameriprise Financial Services, LLC, based in Portland, OR, with 28 years of industry experience. Ronald 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

1000 SW Broadway Ste 2200, Portland, OR, 97205-3074

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2022
Final
Employment Separation After Allegations
March 2020
Customer Dispute
February 2019
Settled
Other Business Activities

Ronald owns a single-family real estate property in Sunriver, Oregon, since May 2024. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2020 - Present · 6 yrs 1 mo
Ameriprise Financial Services, LLC
April 2020 - Present · 6 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Edward Jones
March 2019 - April 2020 · 1 yr 1 mo
Edward JonesBroker
April 1999 - April 2020 · 21 yrs
Olde Discount CorporationBroker
October 1997 - April 1999 · 1 yr 6 mos
State Registrations19 states
AKAZCACOCTGAIDMIMNMOMTNDOKORPASCTXUTWA
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.