GP
GP

Gregory Parsons

17 Years of Experience
Arlington, TX
3 DisclosuresBrokerSells Insurance

Gregory Parsons is a registered investment advisor at Ameriprise Financial Services, LLC, based in Arlington, TX, with 17 years of industry experience. Gregory 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

Loading...

Location

700 Highlander Blvd Ste 335, Arlington, TX, 76015-4330

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2012
Final
Regulatory
August 2008
Final
Criminal
September 2002
Final Disposition
Other Business ActivitiesSells Insurance

Gregory is an independent insurance broker, selling fixed annuities. He also owns a consulting business, dedicating minimal time to investment-related activities and about 10-20% of his time to non-investment related activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2019 - Present · 6 yrs 6 mos
Ameriprise Financial Services, LLC
November 2019 - Present · 6 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.
March 2013 - November 2019 · 6 yrs 8 mos
Ameriprise Financial Services, INC.
September 2010 - March 2013 · 2 yrs 6 mos
Ameriprise Financial Services, INC.Broker
June 2010 - November 2019 · 9 yrs 5 mos
Financial Network Investment CorporationBroker
January 2010 - June 2010 · 5 mos
Ameriprise Financial Services, INC.Broker
April 2008 - October 2009 · 1 yr 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Gregory Parsons - Financial Advisor | TrueAdvisor