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Gregory Lankston

4 Years of Experience
Renton, WA
Broker

Gregory Lankston is a registered investment advisor at Ameriprise Financial Services, LLC, based in Renton, WA, with 4 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.

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Location

126 Wells Ave S, Renton, WA, 98057

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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

Gregory co-owns multiple real estate LLCs and is the owner of Lankston Advisory Group Inc, where he does tax preparation. He also serves as the treasurer on the board of directors for Lankston, dedicating about a third of his time to Lankston Advisory Group Inc.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2023 - Present · 2 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
May 2021 - November 2022 · 1 yr 6 mos
Ameriprise Financial Services, LLCBroker
July 2020 - November 2022 · 2 yrs 4 mos
State Registrations10 states
AZCACOIDMNMTORSCTXWA
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 Lankston - Financial Advisor | TrueAdvisor