Albert Dixon Pattillo
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Ameriprise Financial Services, LLCMar 2022 to now
- 2nd Battalion, 47th Infantry Regiment, 197th BrigadeJun 2021 to Mar 2022
- Maneuver Captains Career CourseJan 2021 to Jun 2021
- 2nd Battalion, 35th Infantry Regiment, 3rd BrigadeJul 2018 to Dec 2020
- 2nd Battalion, 11th Infantry Regiment, 199th BrigadeJun 2017 to Jul 2018
- United States Military Academy At West PointJul 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7521492
- Firm CRD
- 6363