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Deborah Rolland

Ameriprise Financial Services, LLC
29 Years of Experience
Bossier City, LA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Deborah Rolland is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bossier City, LA, with 29 years of industry experience. Deborah 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2711 E Texas St, Bossier City, LA, 71111

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History

Regulatory History (1)
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.
Customer Dispute
December 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Deborah is an independent insurance broker with Blue Cross Blue Shield since 2004. She also has outside employment with Bonvenu Investment Services, dedicating about a quarter of her time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2018 - Present · 8 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Ameriprise Financial Services, LLC
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Investment Professionals, INC.
May 2011 - September 2018 · 7 yrs 4 mos
Investment Professionals, INC.Broker
May 2011 - September 2018 · 7 yrs 4 mos
1st Global Advisors INC
August 2009 - May 2011 · 1 yr 9 mos
Wealth Advisors, INC.
May 2007 - July 2009 · 2 yrs 2 mos
I.M. Wealth Care, LLC
September 2006 - April 2007 · 7 mos
1st Global Capital CORP.Broker
November 2003 - May 2011 · 7 yrs 6 mos
Banc One Securities CorporationBroker
July 1997 - November 2003 · 6 yrs 4 mos
State Registrations13 states
ALARCOFLKYLAMSNENMOKSCTNTX
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.
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