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An Ameriprise Platinum Financial Services® Practice

 
 
David Livingston Ameriprise Financial Advisor

David Livingston

ChFC®

Senior Financial Advisor

 

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(623) 308-2000

david.a.livingston@ampf.com

 
 
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LIVINGSTON & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Location

7992 W Thunderbird Rd
Ste 110
Peoria, AZ 85381-4905
Map (623) 308-2000

License Information

I am licensed and registered to conduct business in AZ.

Based on licenses and registrations I hold, I may also conduct business in IL, CA, AR, OK, PA, UT, IA, WA, TX, MI, CO.

CA Insurance #0E01479

AR Insurance #322459

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2010. I can help you decide whether a Roth conversion is right for you.

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  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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