GW
GW

Gary Woodard

13 Years of Experience
Las Vegas, NV
1 DisclosureBroker

Gary Woodard is a registered investment advisor at Ameriprise Financial Services, LLC, based in Las Vegas, NV, with 13 years of industry experience. Gary 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.

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Location

Las Vegas, NV

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History

Regulatory History (1)
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Judgment / Lien
January 2014
Other Business Activities

Gary owns a single-family real estate property in Bullhead City, AZ, since 2006. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2012 - Present · 14 yrs
Ameriprise Financial Services, LLC
August 2012 - Present · 14 yrs 1 mo
Ameriprise Financial Services, LLCBroker
August 2012 - Present · 14 yrs 1 mo
State Registrations1 state
NV
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.