Gregory AynesworthCRD Number: 2317755
Current Firm: Arbor Point Advisors
Gregory Aynesworth (CRD# 2317755) is an Investment Advisor Representative working at Arbor Point Advisors in La Vista, NE and has over 30 years of experience in the finance industry. Gregory Aynesworth 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.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Securities America, Inc.||San Ramon, CA||Dec 2016 - Current||6|
|Arbor Point Advisors||San Ramon, CA||Dec 2016 - Current||6|
|Omni-prestige Insurance Services Inc.||San Ramon, CA||May 1997 - Current||25|
|Foothill Securities, Inc.||Santa Clara, CA||Dec 2016 - Dec 2016||< 1|
|Foothill Securities, Inc.||San Ramon, CA||Jan 2004 - Dec 2016||12|
|Foothill Partners, LLC||Mountain View, CA||Jun 2008 - Nov 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1993|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management9,133MILLIONS
Total Number of Accounts39,792ACCOUNTS
Average Account Value$229,523
- 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
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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