Gregory Eastman
Gregory Eastman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Chandler, AZ, with 28 years of industry experience. Gregory 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
3100 W Ray Rd Ste 201, San Tan Corporate Cent, Chandler, AZ, 85226
Get directionsHistory
Regulatory History (4)
Regulatory
May 2008Regulatory
May 2003Employment Separation After Allegations
June 2002Criminal
February 1983Other Business Activities
Gregory has business ownership, consulting, and other activities at 5121 Camellia Drive since 2006. This activity is not investment-related and takes about 10-20% of Gregory's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
Securities America, INC.Broker
Securities America, INC.Broker
Securities America, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Painewebber IncorporatedBroker
State Registrations19 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.