Audrey Croft
Audrey Croft is a registered investment advisor at Ameriprise Financial Services, LLC, based in Marietta, GA, with 25 years of industry experience. Audrey 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
367 Atlanta St SE, Marietta, GA, 30060
Get directionsHistory
Regulatory History (13)
Judgment / Lien
October 2019Judgment / Lien
April 2019Customer Dispute
January 2019Judgment / Lien
February 2012Judgment / Lien
October 2011Judgment / Lien
June 2011Customer Dispute
February 2009Customer Dispute
September 2008Judgment / Lien
October 1998Judgment / Lien
January 1997Judgment / Lien
October 1996Judgment / Lien
September 1995Judgment / Lien
March 1995Other Business Activities
Audrey serves on the Board of Directors and as an advisor for Croft, dedicating minimal time to each role. She also solicits memberships for LegalShield, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations10 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.