Gilbert Gallant
Gilbert Gallant is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Danvers, MA, with 27 years of industry experience. Gilbert 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
100 Conifer Hill Drive, Unit 307, Danvers, MA, 01923-1168
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Gilbert sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner of Ledgewood Financial, Inc., which facilitates securities, advisory, and insurance business, taking up nearly all of Gilbert's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations11 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.