Gregory Giles (CRD# 6437435) is an Investment Advisor Representative working at Rda Financial Network in Sioux City, IA and has over 8 years of experience in the finance industry.
CRD# 2263538
Ameriprise Financial Services, LLC
CRD# 5148357
Ameriprise Financial Services, LLC
CRD# 4244827
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Dec 2021 - Current | 2 |
| Legacy Financial, LLC | Akron, IA | Jun 2017 - Current | 6 |
| Legacy Financial, LLC | Sioux City, IA | Jun 2017 - Current | 6 |
| Rda Financial Network | Coralville, IA | Jun 2017 - Current | 6 |
| Legacy Financial, LLC | Sioux City, IA | Jun 2017 - Current | 6 |
| Rda Financial Network | Akron, IA | Jun 2017 - Current | 6 |
| Rental Property, 20744 Berdon St., Woodland Hills, Ca 91367, Own | Woodland Hills, CA | Oct 2015 - Current | 8 |
| Auditorium Shopping Area, LLC | Sioux City, IA | Jun 2015 - Current | 8 |
| Al-mar Building Company, LLC | Sioux City, IA | Jun 2015 - Current | 8 |
| Green Gables Building Company, LLP | Sioux City, IA | Jun 2015 - Current | 8 |
| Self Employed | Minneapolis, MN | Mar 2001 - Current | 23 |
| Rental Property, 332 W. Diamond Lk. Rd., Minneapolis, Mn 55419, | Minneapolis, MN | Mar 2001 - Current | 23 |
| United Planners' Financial Services Of America | Scottsdale, AZ | Jun 2017 - Jan 2020 | 2 |
| Robert W. Baird | Sioux City, IA | Jan 2015 - Nov 2016 | 1 |
| Self-employed | Los Angeles, CA | Mar 2001 - Jan 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- IA
- NE
- TX
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Total Assets Under Management494MILLIONS
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Total Number of Accounts3,315ACCOUNTS
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Average Account Value$148,930
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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