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Gina Chamberlain

7 Years of Experience
Glendale, CA
Broker

Gina Chamberlain is a registered investment advisor at Ameriprise Financial Services, LLC, based in Glendale, CA, with 7 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
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

535 N Brand Blvd, Ste 1000 and 950, Glendale, CA, 91203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gina owns a single-family real estate property since April 2023 and engages in fiduciary activities. She also serves as Marketing Chairman for Chamberlain and is an employee of Insperity PEO Services L.P., dedicating about a third of her time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs 2 mos
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs 2 mos
Ameriprise Financial Services, LLCBroker
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
AXA Advisors, LLC
November 2019 - April 2020 · 5 mos
AXA Advisors, LLCBroker
November 2019 - April 2020 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - October 2019 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - October 2019 · 9 mos
State Registrations1 state
CA
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.
Gina Chamberlain - Financial Advisor | TrueAdvisor