WT
WT

Winston Trotter

9 Years of Experience
Arlington, TX
Broker

Winston Trotter is a registered investment advisor at Ameriprise Financial Services, LLC, based in Arlington, TX, with 9 years of industry experience. Winston 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

2221 E Lamar Blvd, Ste 220, Arlington, TX, 76006-7418

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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

Winston works as a basketball referee for high school and college games since 2003. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLC
January 2021 - Present · 5 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
May 2019 - July 2019 · 2 mos
Ameriprise Financial Services, INC.Broker
May 2019 - July 2019 · 2 mos
Ameriprise Financial Services, INC.
December 2014 - June 2018 · 3 yrs 6 mos
Ameriprise Financial Services, INC.Broker
June 2014 - June 2018 · 4 yrs
State Registrations8 states
CADCGAILLAMDNCTX
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.
Winston Trotter - Financial Advisor | TrueAdvisor