BJ
BJ

Brandon Judd

22 Years of Experience
Bedford, NH
1 DisclosureBroker

Brandon Judd is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bedford, NH, with 22 years of industry experience. Brandon 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

5 Bedford Farms, Bedford, NH, 03110

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2018
Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2019 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLCBroker
August 2019 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
AXA Advisors, LLC
September 2013 - September 2018 · 5 yrs
AXA Advisors, LLCBroker
August 2013 - September 2018 · 5 yrs 1 mo
Investors Capital Advisory
January 2010 - August 2013 · 3 yrs 7 mos
Investors Capital CORP.Broker
January 2010 - August 2013 · 3 yrs 7 mos
Sii Investments, INC.Broker
December 2009 - January 2010 · 1 mo
Sii Investments, INC.
December 2009 - January 2010 · 1 mo
Royal Alliance Associates, INC.Broker
March 2008 - December 2009 · 1 yr 9 mos
Brownco, LLCBroker
June 2003 - February 2006 · 2 yrs 8 mos
Stockcross Financial Services, INC.Broker
March 2001 - May 2003 · 2 yrs 2 mos
Pruco Securities CorporationBroker
September 2000 - January 2001 · 4 mos
State Registrations6 states
ARMAMENHRIUT
AdvisorBroker

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.