Gerry Powery
Gerry Powery is a registered investment advisor at Ameriprise Financial Services, LLC, based in Winter Park, FL, with 33 years of industry experience. Gerry 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
101 S New York Ave, Unit 210, Winter Park, FL, 32789
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Regulatory History (1)
Customer Dispute
October 2010Other Business Activities
Gerry has power of attorney for his father, handling real estate matters, and is a co-trustee for his mother's irrevocable living trust and co-executor of her estate. These activities require minimal time each month.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Jackson National Financial Services, INC.Broker
Jmc Financial CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Edward D. Jones & CO., L.P.Broker
State Registrations11 states
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.