TrueAdvisor
TrueAdvisor
GC
CFP
GC
CFP

Galin Crist

Ameriprise Financial Services, LLC
35 Years of Experience
Daytona Beach, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Galin Crist is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Daytona Beach, FL, with 35 years of industry experience. Galin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Daytona Blvd Ste 270 FL 2nd, Daytona Beach, FL, 32114

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Galin is an independent insurance broker with United Health Care since 2008 and owns another business since 2017, each taking minimal time. He also serves as President on the Board of Directors for Crist, dedicating minimal time, some of which occurs during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2017 - Present · 9 yrs 1 mo
Ameriprise Financial Services, LLC
September 2017 - Present · 9 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2002 - September 2017 · 15 yrs 8 mos
Prudential Securities IncorporatedBroker
March 1996 - May 2000 · 4 yrs 2 mos
Dean Witter Reynolds INC.Broker
January 1990 - March 1996 · 6 yrs 2 mos
State Registrations30 states
AZCACOCTFLGAILINKYLAMAMDMEMIMNNCNHNJNVNYOHPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Daytona Beach, FL →All financial advisors in Florida →