David Gillette, financial advisor Saginaw MI
93 score

David Gillette

CRD Number: 1435688
Current Firm: Ameriprise Financial Services, Inc.

David Gillette (CRD# 1435688) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Saginaw, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Saginaw, MI Oct 2009 - Current 7
Olde Discount Corporation Saginaw, MI Jan 1987 - Oct 2009 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for David G. Gillette
Phone Number: 612-671-3131
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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