GP
GP

Gary Paul

32 Years of Experience
Chelsea, MI
Broker

Gary Paul is a registered investment advisor at Ameriprise Financial Services, LLC, based in Chelsea, MI, with 32 years of industry experience. Gary 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

1307 S Main St, Ste A, Chelsea, MI, 48118

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2015 - Present · 11 yrs 2 mos
Ameriprise Financial Services, LLC
March 2015 - Present · 11 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
February 2014 - March 2015 · 1 yr 1 mo
Ameriprise Financial Services, INC.Broker
February 2014 - March 2015 · 1 yr 1 mo
Glp Investment Services, LLCBroker
February 2013 - February 2014 · 1 yr
VALIC Financial Advisors, INC.
September 2010 - February 2013 · 2 yrs 5 mos
VALIC Financial Advisors, INC.Broker
August 2010 - February 2013 · 2 yrs 6 mos
Metlife Securities INC.
June 2010 - September 2010 · 3 mos
Metlife Securities INC.Broker
May 2009 - September 2010 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
September 1993 - May 2009 · 15 yrs 8 mos
Ids Life Insurance CompanyBroker
September 1993 - July 2006 · 12 yrs 10 mos
State Registrations8 states
CAFLILMAMINCOHOR
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.