Joseph Garrett
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- Hornor, Townsend, & Kent LLCSep 2025 to Jun 2026
- Penn Mutual Life Insurance CompanyAug 2025 to Jun 2026
- Grant TaxJan 2024 to Apr 2025
- Palmetto ServicesMay 2023 to Aug 2024
- D.H. GriffinMay 2022 to Aug 2022
- Clemson UniversityAug 2021 to May 2025
- J.L. Mann High SchoolAug 2017 to Jun 2021
- Beck International AcademyAug 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 8150401
- Firm CRD
- 6363