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Featured Business Financial Advisor in Atlanta, GA
Atlanta Financial Advisors
Ameriprise Financial Services, Inc.
3353 Peachtree Rd NE, Suite 800
Atlanta, GA 30326
Advisor Profile
Gary R.  Neigeborn Financial Advisor
Name:  Gary R. Neigeborn Financial Advisor

About Ameriprise Financial Services, Inc.

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture, cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals
 

General Information

Gender:    Male
CRD#:    2993903
Name of Broker/Dealer:    Ameriprise Financial Services, Inc.
Name of Custodial Firm:    Ameriprise Financial Services, Inc.
States Licensed in:    AR,AL,CA,AZ,FL,GA,IL,KY,LA,MD,MI,NC,NJ,NY,SC,TN,TX,V
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States Willing to do Business in:   
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    2
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Education

Academic Background
 
State University of New York at Albany
Postgraduate Study: History
Bachelor of Arts
Concentration: American History
Minor: Psychology
 

Services

Investment Types:    Annuities, Insurance, Commodities, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 7, Series 65, Series 63
Insurance and Annuity Licenses:    Health, Life, Long Term Care, Variable Annuity, Annuity
 

Firm Information

Advisor's Number of Clients:    120
 

Compliance

Registered Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $ 250,000
Compensation Methods:    Based on Assets, Commissions
Fee % Based on Assets:    Varies
 
 
 
Prepared By: Gary R. Neigeborn Financial Advisor

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