Renee Green
Renee Green is a registered investment advisor at Ameriprise Financial Services, LLC, based in Annapolis, MD, with 29 years of industry experience. Renee 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
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.
Exams
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