Veronica Mcleod
Veronica Mcleod is a registered investment advisor at Ameriprise Financial Services, LLC, based in Palm Beach Gardens, FL, with 28 years of industry experience. Veronica 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
3801 PGA Blvd Ste 500, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Regulatory
June 2011Other Business Activities
Veronica owns a business at 916 Sandtree Dr, Palm Beach Gardens, FL since 2020 and is a board member at McLeod since 2023, each taking minimal time. She also participates in networking with The Palm Beach Toastmasters, dedicating minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations16 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.