Gary Slater
Gary Slater is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lancaster, PA, with 28 years of industry experience. Gary 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
180 Good Dr, Ste 1, Lancaster, PA, 17603
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2001Other Business Activities
Gary is the Membership Chair for Slater since July 2023, dedicating minimal time. He also has outside employment with BNB Knives since September 2021, spending about 10-20% of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Morgan Stanley Dw INC.Broker
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.
Exams
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