PB
PB

Philip Blankenship

18 Years of Experience
Booneville, AR
Broker

Philip Blankenship is a registered investment advisor at Ameriprise Financial Services, LLC, based in Booneville, AR, with 18 years of industry experience. Philip 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

97 E Main St, Booneville, AR, 72927-3732

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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.

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Other Business Activities

Philip owns commercial real estate and Aunt B's Cottage, and serves as Chairman and member of the Board of Directors for Blankenship. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLC
September 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
LPL Financial LLC
July 2018 - September 2024 · 6 yrs 2 mos
LPL Financial LLCBroker
July 2018 - September 2024 · 6 yrs 2 mos
Cetera Advisors LLC
March 2014 - July 2018 · 4 yrs 4 mos
Cetera Advisors LLCBroker
March 2014 - July 2018 · 4 yrs 4 mos
LPL Financial LLC
August 2010 - March 2014 · 3 yrs 7 mos
LPL Financial LLCBroker
August 2010 - March 2014 · 3 yrs 7 mos
Edward Jones
November 2007 - August 2010 · 2 yrs 9 mos
Edward JonesBroker
September 2007 - August 2010 · 2 yrs 11 mos
State Registrations12 states
ARCTGAILLAMIMOMSOKTXUTWA
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.
Philip Blankenship - Financial Advisor | TrueAdvisor