MA
MA

Michael Abney

26 Years of Experience
Anniston, AL
Broker

Michael Abney is a registered investment advisor at Ameriprise Financial Services, LLC, based in Anniston, AL, with 26 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

1302 Noble St, Ste 2C, Anniston, AL, 36201-4677

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2022 - Present · 4 yrs 3 mos
Ameriprise Financial Services, LLC
April 2022 - Present · 4 yrs 3 mos
Ameriprise Financial Services, LLCBroker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
PNC Investments
August 2021 - April 2022 · 8 mos
PNC InvestmentsBroker
August 2021 - April 2022 · 8 mos
PNC Managed Account Solutions, INC.
October 2013 - August 2021 · 7 yrs 10 mos
Bbva Securities INC.Broker
June 2013 - August 2021 · 8 yrs 2 mos
Sterne Agee Investment Advisors, INC.
June 2011 - May 2013 · 1 yr 11 mos
Sterne Agee Financial Services, INC.Broker
July 2010 - May 2013 · 2 yrs 10 mos
St Johns Wealth Management
April 2010 - July 2010 · 3 mos
Bbva Compass Investment Solutions, INC.
September 2003 - March 2010 · 6 yrs 6 mos
Bbva Compass Investment Solutions, INCBroker
September 2003 - July 2010 · 6 yrs 10 mos
Bb&t Investment Services, INC.Broker
October 2002 - September 2003 · 11 mos
Edward JonesBroker
August 2001 - September 2002 · 1 yr 1 mo
State Farm Vp Management CORP.Broker
December 1999 - July 2001 · 1 yr 7 mos
State Registrations13 states
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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.
Michael Abney - Financial Advisor | TrueAdvisor