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CFP

Amy Garrison

Ameriprise Financial Services, LLC
22 Years of Experience
Greer, SC
Broker
View SEC Summary
View SEC Summary

Amy Garrison is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Greer, SC, with 22 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

107 B Regency Commons Dr, Greer, SC, 29650

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amy owns a multi-family real estate property on Harbor Dr N, St Helena Island, SC since 2020. This activity is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2014 - Present · 12 yrs 1 mo
Ameriprise Financial Services, LLC
September 2014 - Present · 12 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
NFP Securities, INC.Broker
May 2012 - October 2014 · 2 yrs 5 mos
NFP Advisor Services, LLC
May 2012 - October 2014 · 2 yrs 5 mos
Elliott Davis Investment Advisors
April 2009 - May 2012 · 3 yrs 1 mo
Elliott Davis Brokerage Services, LLCBroker
January 2009 - May 2012 · 3 yrs 4 mos
American Securities Group, INC.Broker
April 2008 - January 2009 · 9 mos
Royal Alliance Associates, INC.
February 2008 - March 2008 · 1 mo
Royal Alliance Associates, INC.Broker
January 2008 - March 2008 · 2 mos
Waddell & Reed, INC.Broker
July 2005 - January 2008 · 2 yrs 6 mos
Waddell & Reed, INC.
July 2005 - January 2008 · 2 yrs 6 mos
Wachovia Securities, LLCBroker
June 2002 - August 2003 · 1 yr 2 mos
Wachovia Securities, INC.Broker
March 2002 - June 2002 · 3 mos
State Registrations10 states
CACOFLGAINNCOHSCTNVA
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.
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