John Boles
John Boles is a registered investment advisor at Ameriprise Financial Services, LLC, based in Georgetown, TX, with 22 years of industry experience. John 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
200 E 8th St Ste 202, Georgetown, TX, 78626
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2013Customer Dispute
April 2012Other Business Activities
John owns a single-family real estate property since 2019. This activity is investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Guaranty Brokerage Services, INC.Broker
State Registrations25 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.