Phillip Peachock
Phillip Peachock is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Akron, OH, with 24 years of industry experience. Phillip 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
3333 Massillon Rd Ste 110, Akron, OH, 44312
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2021Criminal
October 1994Other Business Activities
Phillip is the Ohio Statutory Agent for Catch the Impossible, Inc. and is involved in the manufacture and sale of entertainment industry hardware through Audio Ape, Inc. He dedicates minimal time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations16 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.