Larry Ailes, financial advisor Conyers GA

Larry Ailes

CRD Number: 4346778
Current Firm: Spc

Larry Ailes (CRD# 4346778) is an Investment Advisor Representative working at Spc in Conyers, GA and has over 23 years of experience in the finance industry. Larry Ailes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sigma Financial Corporation Ann Arbor, MI May 2013 - Current 11
Sigma Planning Company Ann Arbor, MI May 2013 - Current 11
Larry Ailes And Associates Lithonia, GA Nov 2000 - Current 23
Larry Ailes & Associates Acworth, GA Oct 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
Contact Info for Larry D. Ailes
Phone Number: 734-663-1611
Registered State(s):
  • AL
  • CA
  • GA
  • LA
  • MD
  • MO
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    5,563
    MILLIONS
  • Total Number of Accounts
    30,541
    ACCOUNTS
  • Average Account Value
    $182,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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