RC
RC

Robert Cline

49 Years of Experience
Bloomfield Hills, MI
6 DisclosuresBroker

Robert Cline is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bloomfield Hills, MI, with 49 years of industry experience. Robert 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

39533 Woodward Ave Ste 150, Bloomfield Hills, MI, 48304

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2017
Settled
Customer Dispute
July 2002
Settled
Customer Dispute
June 2002
Settled
Customer Dispute
November 1998
Settled
Customer Dispute
January 1990
Award / Judgment
Customer Dispute
June 1984
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2015 - Present · 11 yrs 1 mo
Ameriprise Financial Services, LLC
November 2014 - Present · 11 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
October 2007 - December 2014 · 7 yrs 2 mos
Ferris, Baker Watts IncorporatedBroker
February 2002 - October 2007 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1990 - February 2002 · 11 yrs 4 mos
Lehman Brothers INC.Broker
February 1988 - November 1990 · 2 yrs 9 mos
E. F. Hutton & Company INCBroker
October 1987 - February 1988 · 4 mos
E. F. Hutton & Company INCBroker
August 1987 - August 1987 · 0 mos
First of Michigan CorporationBroker
January 1984 - August 1987 · 3 yrs 7 mos
Manley, Bennett, Mcdonald & COBroker
July 1976 - February 1984 · 7 yrs 7 mos
State Registrations21 states
AZCACOFLGAILINKYMAMIMNMOMSNCNYOHORSCTNTXWI
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.