Guy AcerraCRD Number: 822926
Current Firm: Ameriprise Financial Services, LLC
Guy Acerra (CRD# 822926) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Antonio, TX and has over 40 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
|Ameriprise Financial Services, Inc.||San Antonio, TX||Sep 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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