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Aubrey Rawson

25 Years of Experience
Kosciusko, MS
1 DisclosureBroker

Aubrey Rawson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Kosciusko, MS, with 25 years of industry experience. Aubrey 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

106 E Washington St, Kosciusko, MS, 39090

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History

Regulatory History (1)
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Customer Dispute
August 2010
Denied
Other Business Activities

Aubrey owns a business at 106 East Washington St. since 2014, dedicating minimal time. Aubrey is also a board member for Rawson since 2022, spending a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2008 - Present · 17 yrs 8 mos
Ameriprise Financial Services, LLC
September 2008 - Present · 17 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
State Farm Vp Management CORP.Broker
October 2002 - June 2008 · 5 yrs 8 mos
American Express Financial Advisors INC.Broker
August 2000 - August 2002 · 2 yrs
Ids Life Insurance CompanyBroker
August 2000 - August 2002 · 2 yrs
State Registrations12 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.