AT
CFP
AT
CFP

Aaron Troup

21 Years of Experience
Columbia, MD
Broker

Aaron Troup is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Columbia, MD, with 21 years of industry experience. Aaron 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8825 Stanford Blvd Ste 200, Columbia, MD, 21045

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History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
May 2020 - Present · 6 yrs 5 mos
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs 5 mos
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2017 - May 2020 · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2017 - May 2020 · 2 yrs 10 mos
LPL Financial LLC
April 2016 - July 2017 · 1 yr 3 mos
LPL Financial LLCBroker
April 2016 - July 2017 · 1 yr 3 mos
Commonwealth Financial NetworkBroker
August 2010 - February 2016 · 5 yrs 6 mos
Fsc Securities CorporationBroker
October 2008 - August 2010 · 1 yr 10 mos
Commonwealth Financial NetworkBroker
September 2005 - October 2008 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
December 2004 - August 2005 · 8 mos
American Express Financial Advisors, INC.
December 2004 - August 2005 · 8 mos
American Express Financial Advisors INC.Broker
December 2004 - August 2005 · 8 mos
State Registrations17 states
CACODCDEFLGAKYMDMNNCNJNMPAPRSCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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