William Colvin
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
William Colvin is a financial advisor with Ameriprise in Albertville, Alabama, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Steven Knowles and Leavitt Group, as well as work in insurance and education. Outside of his advisory work, Colvin serves on the Board of Directors for the Marshall County Republican Executive Committee and is an elected member of the Alabama State House of Representatives for District 26. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing comprehensive, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
299 Hwy 75 N
Albertville, AL 35951
Most active in
William C has reported serving >5 clients in these states in the last 12 months.
Alabama
Work history
Ameriprise
2021 - Present (5 years)
Steven Knowles
2021 - 2021 (1 year)
Unemployed
2021 - 2021 (1 year)
Leavitt Group
2019 - 2021 (2 years)
University of Alabama
2017 - 2019 (2 years)
Harris Fowler Insurance, Inc
2017 - 2017 (1 year)
University of Alabama
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Snead State Community College
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, PFS™, Series 63
Guntersville, AL
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Marcel D
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Guntersville, AL
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Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
Sarah M
Series 66
Guntersville, AL
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Mitchell G
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
Daniel M
Series 63, Series 66
Guntersville, AL
TLG Advisors, INC.
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