April Oliver
April Oliver is a registered investment advisor at Ameriprise Financial Services, LLC, based in Charlotte, NC, with 23 years of industry experience. April is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
4500 Cameron Valley Pkwy, Ste 250, Charlotte, NC, 28211
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
April owns real estate, including a multi-family property, and another business. She spends about 10-20% of her time on one business and a few hours per week on the other.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations36 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.
Exams
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