Boris Earl Brown
Investment adviser representative at Ameriprise Financial Services, LLC
17 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
17 years in the industry.
- Ameriprise Financial Services, LLCJul 2026 to now
- The Vanguard Group, Inc.May 2025 to Jul 2026
- Skyla Credit UnionDec 2024 to May 2025
- TargetAug 2024 to Dec 2024
- Lowes FoodApr 2023 to Oct 2024
- Wells FargoAug 2022 to Aug 2024
- Lowe'sJun 2022 to Oct 2022
- Eastover Elementary SchoolFeb 2022 to Aug 2022
- H&r BlockDec 2021 to Jan 2022
- AmazonNov 2021 to Dec 2021
- Strayer UniversityJan 2021 to Dec 2021
- Cinemark Movie BistroJun 2019 to Jun 2019
- Strayer UniversityFeb 2019 to Dec 2020
- VerizonSep 2018 to Oct 2021
- Northgate Stadium 10Mar 2018 to Aug 2018
- WendysMar 2018 to Jul 2018
- ApplebeesMar 2018 to May 2018
- The Steel Network IncAug 2017 to Nov 2017
- Frontier CommunicationsDec 2015 to Jun 2017
- Sunstate SecurityJan 2015 to Jun 2017
- Army ReserveFeb 2009 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8000744
- Firm CRD
- 6363