Don Raymond is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houma, LA, with 16 years of industry experience. Don 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
664 Corporate Dr, Houma, LA, 70360-2464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Don has business ownership in two entities since 2022. These activities are not investment-related and take a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations6 states
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