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G Daniel

Ameriprise Financial Services, LLC
49 Years of Experience
Temple, TX
3 DisclosuresBroker
View SEC Summary
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G Daniel is a registered investment advisor at Ameriprise Financial Services, LLC, based in Temple, TX, with 49 years of industry experience. G is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10252 W Adams Ave Ste 104B, Temple, TX, 76502

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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.
Customer Dispute
December 2007
Denied
Customer Dispute
June 2005
Denied
Customer Dispute
September 2001
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2018 - Present · 8 yrs 9 mos
Ameriprise Financial Services, LLC
January 2018 - Present · 8 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - January 2018 · 8 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2018 · 8 yrs 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 1983 - April 2007 · 23 yrs 8 mos
Morgan Stanley Dw INC.Broker
June 1979 - April 2007 · 27 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
July 1977 - June 1979 · 1 yr 11 mos
State Registrations24 states
ALARAZCACOFLGAKSLAMONCNHNMNVNYOHOKORPASCTNTXVAWA
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.
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