Clinton Moss
Investment adviser representative at Ameriprise Financial Services, LLC
15 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
15 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- State Farm Investment Management CorpMar 2026 to May 2026
- State Farm Vp Management CorpMar 2026 to May 2026
- Brad Carlisle Insurance AgencyOct 2025 to May 2026
- Ameriprise Financial Services, LLCApr 2023 to Oct 2025
- UnemployedNov 2022 to Apr 2023
- Shelter InsuranceOct 2021 to Nov 2022
- Maley-yarbrough Funeral HomeJan 2011 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7716876
- Firm CRD
- 6363