SB
CFP
SB
CFP

Spencer Billings

10 Years of Experience
Baton Rouge, LA
Broker

Spencer Billings is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Baton Rouge, LA, with 10 years of industry experience. Spencer 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.

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
—
Loading...

Location

6719 Perkins Rd, Baton Rouge, LA, 70808-4297

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2017 - Present · 9 yrs 5 mos
Ameriprise Financial Services, LLCBroker
July 2016 - Present · 10 yrs 3 mos
State Registrations15 states
ALAZCADCFLGAILLAMIMOMSNCTXVAWI
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.
More Advisors