Sara Mary Price
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
3 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCJan 2022 to now
- UBS Financial Services Inc.Mar 2021 to Jan 2022
- Bank of America, N.AOct 2019 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Mar 2021
- Ameriprise Financial Services IncJun 2018 to Oct 2019
- Advanced Hand and Plastic Surgery CenterMay 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6951924
- Firm CRD
- 6363