Greg William Gorder

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 02/2020
  E*Trade Securities Llc
  San Diego, CA
• 06/2009 → 02/2020
  E*Trade Capital Management Llc
  San Diego, CA
• 02/2020 → 09/2022
  E*Trade Securities Llc
  San Diego, CA
• 02/2020 → 09/2022
  E*Trade Capital Management Llc
  San Diego, CA
• 09/2022 → Present
  Ameriprise Financial Services, Llc
  San Diego, CA

Previous Registrations

• 2009-06-01 → 2022-09-16
  Harrisdirect Llc
  Arlington, VA
  San Diego, CA
  La Jolla, CA
  San Diego, CA
• 1999-01-01 → 2006-01-09
  A. G. Edwards & Sons, Inc.
  Longmont, CO

Exams

• S66 Uniform Combined State Law Examination
  2009-05-29
• S63 Uniform Securities Agent State Law Examination
  1990-07-03

Other Names

• Greg William Gorder
• Gregory William Gorder