Gerald Summerlin
Gerald Summerlin is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Reidsville, NC, with 32 years of industry experience. Gerald 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
1435 Freeway Dr, Ste A, Reidsville, NC, 27320
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2010Customer Dispute
November 2006Customer Dispute
March 2002Customer Dispute
October 2001Criminal
January 1983Other Business Activities
Gerald is involved in multiple board member positions. These activities are not investment-related and take a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations8 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.