Gina Palumbo
Gina Palumbo is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wellesley, MA, with 21 years of industry experience. Gina 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
60 Walnut St Ste 4, Wellesley, MA, 02481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gina owns a single-family real estate property since 2021. She is also employed by Array Services, LLC, the LLC of R. Miller & Associates, and is paid for work done at Ameriprise, dedicating about 10-20% of her time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citizens Securities, INC.
Citizens Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Oppenheimer & CO. INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations3 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.