Alec Gene William
Investment adviser representative at Ameriprise Financial Services, LLC
6 yearsExperience
2 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
6 years in the industry.
- Ameriprise Financial Services, LLC.Jun 2020 to now
- Ameriprise FinancialJun 2020 to Jun 2020
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- Florida State UniversityJun 2018 to Apr 2022
- Terra Environmental Research InstituteAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7309623
- Firm CRD
- 6363