TB
TB

Terry Bradford

28 Years of Experience
Houston, TX
1 DisclosureBroker

Terry Bradford is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 28 years of industry experience. Terry 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 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
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Location

10375 Richmond Ave, Ste 250, Houston, TX, 77042

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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
November 2002
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 1998 - Present · 28 yrs 1 mo
Ameriprise Financial Services, LLCBroker
July 1998 - Present · 28 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 1998 - July 2006 · 8 yrs
State Registrations10 states
FLMAMNNMOHOKPARISDTX
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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