MINNEAPOLIS - Ameriprise Financial, a leading financial services company, has successfully onboarded esteemed financial advisor Lance Lively, AAMS, MBA to its independent channel. Lively brings with him an impressive portfolio of nearly $130 million in client assets, previously managed at Edward Jones in Sand Springs, Oklahoma. His decision to join Ameriprise was primarily driven by the firm’s unwavering commitment to assisting advisors in delivering exceptional service to clients.
One key factor that set Ameriprise apart for Lively was its cutting-edge technology, which facilitates seamless financial planning capabilities and simplifies the investment process. The firm’s investment lineup impressed Lively, allowing him to offer a diverse range of options to his clients. Additionally, Ameriprise’s emphasis on creating a conducive environment for conducting business effortlessly played a significant role in his decision.
Ameriprise Financial has been gaining momentum in the market, with its stock, AMP, approaching its 52-week high at $402.645. The company achieved a robust return on average invested assets (ROI) of 1.62% in the third quarter of 2023, surpassing its average return on investment of 1.33%. These stellar financial results further bolster Ameriprise’s appeal to advisors seeking a reputable and successful platform for their client-focused endeavors.
Lance Lively’s decision to join Ameriprise Financial reflects the company’s strong reputation as a pioneer in the financial industry. The firm’s dedication to providing superior technology, top-notch financial planning capabilities, a wide range of investment options, and a smooth business experience has solidified its position as a leading player in the market.
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