UBS Financial Services
47yrs
Top advisor for experience at UBS Financial Services
47yrs
George Louis Vilfordi III
Financial advisor at Ameriprise Financial Services
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% for experience in Dallas
Office5960 Berkshire LN STE 1200, Dallas, TX 75225
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2018 – nowAmeriprise Financial Services, LLCCurrent firm
- 2009 – 2018UBS Financial Services Inc.Previously
- 1983 – 2009Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask George
Tailored to George’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About George
How do I contact George?
Call Ameriprise Financial Services at 612-671-3131 and ask for George Louis Vilfordi III. George works from the Dallas, TX office.
How long has George been a financial advisor?
George has been in the industry since 1980, about 47 years. Top 1% for experience in Dallas.
What licenses does George hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is George a fiduciary?
George is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is George paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask George for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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