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Benjamin Wright

24 Years of Experience
Norfolk, VA
Broker

Benjamin Wright is a registered investment advisor at Ameriprise Financial Services, LLC, based in Norfolk, VA, with 24 years of industry experience. Benjamin 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

150 Boush St, Ste 603, Norfolk, VA, 23510

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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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Other Business Activities

Benjamin owns a single-family real estate property since 2019. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2019 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLC
September 2019 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Allstate Financial Services, LLCBroker
September 2017 - September 2019 · 2 yrs
Allstate Financial Advisors, LLC
September 2017 - September 2019 · 2 yrs
MML Investors Services, LLC
May 2016 - September 2017 · 1 yr 4 mos
MML Investors Services, LLCBroker
August 2013 - September 2017 · 4 yrs 1 mo
Nationwide Securities, LLCBroker
June 2012 - August 2013 · 1 yr 2 mos
First Tennessee Brokerage, INC.Broker
August 2006 - October 2010 · 4 yrs 2 mos
Allstate Financial Services, LLCBroker
March 2000 - July 2006 · 6 yrs 4 mos
State Registrations15 states
CADCFLGAINMOMSNCNMOHPASCTNTXVA
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.
Benjamin Wright - Financial Advisor | TrueAdvisor