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CFP
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CFP

Christopher Taylor

Ameriprise Financial Services, LLC
14 Years of Experience
Austin, TX
Broker
View SEC Summary
View SEC Summary

Christopher Taylor is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Austin, TX, with 14 years of industry experience. Christopher 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

11675 Jollyville Rd, Ste 200, Austin, TX, 78759-3939

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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

Christopher is involved with Pathsage LLC since 2015. He dedicates about 60 hours per month to this investment-related activity, including time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2015 - Present · 11 yrs 1 mo
Ameriprise Financial Services, LLC
June 2015 - Present · 11 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - June 2015 · 2 yrs 8 mos
Canaccord Wealth ManagementBroker
November 2010 - July 2011 · 8 mos
State Registrations20 states
ARAZCACOFLGAINLAMIMONCOHOKORPATNTXUTVAWA
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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