Years of Experience
5-20+ Years
RICHARDSON, TX
7 Years Experience
0 Disclosures
ADVISOR BIO
Alana Doyle is a registered representative with Ameriprise Financial Services, LLC. Alana is a financial professional with over 10 years of experience in the financial industry, beginning in June 2012. Alana holds the Series 66, Series 7, and SIE licenses. Alana has experience with clients of various types including trusts, estates, insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations, individuals, and state or municipal government entities. Alana is registered in 18 states across the country.
SPECIALIZATIONS
Richardson, TX
39 Years Experience
1 Disclosures
ADVISOR BIO
Allen Andrew Raub is a financial advisor with Ameriprise Financial Services, LLC. Allen has been in the financial services industry since 1985. Allen has experience in various financial services including asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Allen is licensed in 18 states and has a current approved registration with Ameriprise Financial Services, LLC.
SPECIALIZATIONS
Richardson, TX
3 Years Experience
0 Disclosures
ADVISOR BIO
Amy Bonzon is a financial advisor registered with Ameriprise Financial Services, LLC. Amy has been in the financial services industry for 2 years and has a Series 66 license. Amy is licensed to conduct business in Texas. Amy is also a registered investment advisor representative in Texas. Amy has extensive experience in providing financial advice to individuals, high-net-worth individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
RICHARDSON, TX
25 Years Experience
0 Disclosures
ADVISOR BIO
Amy Suzanne Nelson is a financial advisor with Ameriprise Financial Services, LLC, based in Richardson, Texas. Amy has been in the financial industry since 1998. Amy's experience includes working with clients from a range of backgrounds, including high-net-worth individuals, corporations, and charitable organizations. Amy is also a registered representative of Ameriprise Financial Services, LLC and is licensed to sell securities in Texas. Amy provides a variety of services to her clients, including financial planning, asset allocation, portfolio management, and educational seminars.
SPECIALIZATIONS
Richardson, TX
51 Years Experience
2 Disclosures
ADVISOR BIO
Andrew Ross is a financial advisor with Ameriprise Financial Services, LLC. Andrew has over 40 years of experience in the financial services industry. Andrew specializes in providing financial planning, portfolio management, and asset allocation services. Andrew is a Registered Representative and Investment Advisor Representative. He has several professional designations, including Chartered Financial Consultant. Andrew also holds licenses in multiple states, including Colorado, Florida, Indiana, North Carolina, Oklahoma, and Texas.
SPECIALIZATIONS
Richardson, TX
21 Years Experience
0 Disclosures
ADVISOR BIO
Brian Langford is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since 2004. Brian holds Series 66 and Series 7 registrations and is a Certified Financial Planner. Brian has experience providing financial planning, asset allocation services, pension consulting, educational seminars, and publication of periodicals. Brian is registered in 19 states.
SPECIALIZATIONS
Richardson, TX
12 Years Experience
1 Disclosures
ADVISOR BIO
Bryan Townley is a financial advisor at Ameriprise Financial Services, LLC, with over 11 years of experience in the financial services industry. Bryan is registered to offer securities and investment advisory services in 26 states and is licensed with FINRA and the state of Texas. Bryan has a strong understanding of investment strategies and can help clients achieve their financial goals.
SPECIALIZATIONS
Richardson, TX
15 Years Experience
0 Disclosures
ADVISOR BIO
Carisa Epperson is a financial advisor registered with Ameriprise Financial Services, LLC. Carisa has been working in the financial industry since 2010, and specializes in retirement planning, investment advice, insurance, and financial planning for individuals and families. Carisa holds Series 7, 66, and SIE licenses. Carisa is registered with the state of Texas, and is also registered to provide investment advice in multiple other states.
SPECIALIZATIONS
RICHARDSON, TX
4 Years Experience
0 Disclosures
ADVISOR BIO
Chad Michael Houchin is a financial advisor who has been in the industry since June 13, 2021. Chad is currently registered with Ameriprise Financial Services, LLC in Richardson, TX. Prior to that, Chad worked for Principal Securities, Inc. in Austin, TX. Chad has passed the Series 66, Series 7, and SIE exams. Chad's specializations include retirement planning, college savings, estate planning, insurance, and investment management.
SPECIALIZATIONS
RICHARDSON, TX
23 Years Experience
0 Disclosures
ADVISOR BIO
Chad Williams is a financial advisor at Ameriprise Financial Services, LLC. Chad has been in the financial services industry since March 2002. Chad is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7, and SIE licenses. Chad is also a Certified Financial Planner (CFP). Chad has worked in the financial services industry for over 20 years, providing financial advice to a diverse range of clients, including individuals, families, businesses, and trusts. Chad is committed to helping clients achieve their financial goals and building long-lasting relationships.
SPECIALIZATIONS