Gregory Aest, financial advisor Alpharetta GA
69 score

Gregory Aest

CRD Number: 6159161
Current Firm: Kalos Management

Gregory Aest (CRD# 6159161) is an Investment Advisor Representative working at Kalos Management in Alpharetta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kalos Management Alpharetta, GA Jun 2014 - Current 2
Kalos Capital, Inc. Alpharetta, GA Jun 2014 - Current 2
Integrated Financial Services Gig Harbor, WA Jan 2013 - Current 3
Madison Avenue Securities, Inc. Gig Harbor, WA Jan 2013 - Jun 2014 1
Countryplace Mortgage Olympia, WA Oct 2011 - Dec 2012 1
Clearpoint Financial Kent, WA Jan 2009 - Oct 2011 2
A+ Mtg / Sound Mtg Gig Harbor, WA Jan 2006 - Dec 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Gregory A. Aest
Phone Number: 678-356-1100
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    3,787
    ACCOUNTS
  • Average Account Value
    $94,470
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
69

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