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George Beddie

56 Years of Experience
Fairfield, OH
8 DisclosuresBroker

George Beddie is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fairfield, OH, with 56 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1251 Nilles Road, Suite 1, Fairfield, OH, 45014

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History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2017
Judgment / Lien
January 2017
Judgment / Lien
June 2016
Judgment / Lien
February 2016
Judgment / Lien
November 2015
Customer Dispute
August 2012
Denied
Judgment / Lien
October 2009
Customer Dispute
March 2009
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 1999 - Present · 26 yrs 7 mos
Ameriprise Financial Services, LLC
August 1988 - Present · 37 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 1988 - Present · 37 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1988 - July 2006 · 17 yrs 11 mos
Mutual Benefit Financial Service CompanyBroker
December 1969 - August 1988 · 18 yrs 8 mos
State Registrations11 states
AZFLILINKYMEMIOHSCTNTX
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.
George Beddie - Financial Advisor | TrueAdvisor