Landra Macy
Landra Macy is a registered investment advisor at Ameriprise Financial Services, LLC, based in Kennewick, WA, with 17 years of industry experience. Landra 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
7139 W Deschutes Ave Ste 101, Kennewick, WA, 99336
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Regulatory History
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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Landra serves on the Board of Directors for Macy as a Business Manager since June 2023, dedicating about 10-20% of her time. She also receives a paycheck from Sullivan & Blodgett Inc., but has no other roles or responsibilities there.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Landra L. Macy DBA Macy Investments
RBC Capital Markets CorporationBroker
RBC Capital Markets Corporation
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
RBC Dain Rauscher INC.Broker
State Registrations8 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.