Garth Gipson, financial advisor Visalia CA
93 score

Garth Gipson

CRD Number: 5627595
Current Firm: Ameriprise Financial Services, Inc.

Garth Gipson (CRD# 5627595) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Visalia, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Visalia, CA Oct 2014 - Current 2
Lpl Financial LLC Fresno, CA Jul 2011 - Oct 2014 3
Citizens Business Bank Fresno, CA Jan 2011 - Oct 2014 3
Merrill Lynch Visalia, CA Jan 2009 - Jan 2011 2
U.s. Navy San Diego, CA Aug 2004 - Dec 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Garth L. Gipson
Phone Number: 612-671-3131
Registered State(s):
  • CA
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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