Joshua Gregory
Joshua Gregory is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lake Oswego, OR, with 25 years of industry experience. Joshua 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
5000 Meadows Rd, Ste 450, Lake Oswego, OR, 97035
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Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
Joshua owns a single-family real estate property since 2022 and another business since 2013, dedicating about a quarter of his time to the latter. He also serves as a Board Member - Head of Field Maintenance for Gregory, spending a few hours per week on this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations16 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.