David Mckean
David Mckean is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mobile, AL, with 23 years of industry experience. David 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
2607 Dauphin St Ste B, Mobile, AL, 36606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns Azalea Wealth Management LLC, used to pay employees and Ameriprise payroll, and intends to start a vending machine and ATM business. He also helps his stepmother manage commercial real estate and hosts a podcast on leadership and legacy, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wachovia Securities, LLCBroker
PFS Investments INC.Broker
State Registrations38 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.