Renee Green
Renee Green is a registered investment advisor at Ameriprise Financial Services, LLC, based in Annapolis, MD, with 28 years of industry experience. Renee 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
Annapolis, MD
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2013Customer Dispute
January 2009Other Business Activities
Renee has multiple "other" business activities and has been involved with them since 2007 and 2008, dedicating about 10-20% of her time to them. Renee also serves as Treasurer on the Board of Directors for Green and as an Advisory Board Member for Green, dedicating a few hours per week to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
First Union Brokerage Services, INC.Broker
State Registrations19 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.