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Gary Harr

30 Years of Experience
Gainesville, GA
2 DisclosuresBroker

Gary Harr is a registered investment advisor at Ameriprise Financial Services, LLC, based in Gainesville, GA, with 30 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

Gainesville, GA

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History

Regulatory History (2)
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.
Regulatory
February 2024
Final
Customer Dispute
February 2003
Closed-No Action
Other Business Activities

Gary owns commercial real estate since 2012 and is setting up an LLC to own the building where his Ameriprise practice operates since 2013, dedicating minimal time to these activities. He also provides consulting services and works as an owner at Harr and Associates, spending about a quarter of his time on each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2003 - Present · 23 yrs 1 mo
Ameriprise Financial Services, LLCBroker
November 1995 - Present · 30 yrs 5 mos
Ameriprise Financial Services, LLC
November 1995 - Present · 30 yrs 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
October 2000 - July 2006 · 5 yrs 9 mos
State Registrations14 states
ALFLGAKYMDNCNENJPASCTNTXUTVA
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.
Gary Harr - Financial Advisor | TrueAdvisor