Adrian Nunez
Adrian Nunez is a registered investment advisor at Ameriprise Financial Services, LLC, based in Glendale, CA, with 2 years of industry experience. Adrian 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
535 N Brand Blvd, Ste 1000 and 950, Glendale, CA, 91203
Get directionsHistory
Regulatory History (1)
Financial
May 2020Other Business Activities
Adrian owns two single-family real estate properties, one since 2022 and another since 2023. Adrian is also an employee of Insperity PEO Services L.P., dedicating about 10-20% of their time to this investment-related role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
State Registrations1 state
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.