Heath Larkin
Heath Larkin is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbia, TN, with 18 years of industry experience. Heath 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
1167 Trotwood Ave, Columbia, TN, 38401-3033
Get directionsHistory
Regulatory History (2)
Criminal
August 1995Criminal
December 1991Other Business Activities
Heath has business ownership activities and serves as an executive member and vice chair on the board of directors for Larkin. These activities each take a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations7 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.