Charles Gray, financial advisor Atlanta GA
86 score

Charles Gray

CRD Number: 1051975
Current Firm: Gv Financial Advisors, Inc.

Charles Gray (CRD# 1051975) is an Investment Advisor Representative working at Gv Financial Advisors, Inc. in Atlanta, GA and has over 34 years of experience in the finance industry. Charles Gray 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
Securian Financial Services, Inc. St. Paul, MN Feb 1991 - Current 25
Minnesota Life St. Paul, MN Feb 1991 - Current 25
Gv Atlanta, Inc. Atlanta, GA Feb 1991 - Current 25
Gv Financial Advisors, Inc. Atlanta, GA Feb 1991 - Current 25
Gv Capital Management, Inc. Atlanta, GA Feb 1991 - Dec 2011 20
Kirschner & Lewyn, LLC Atlanta, GA Apr 2007 - Dec 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Charles B. Gray
Phone Number: 770-295-5600
Firm Website: http://gvfinancial.com/
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,163
    MILLIONS
  • Total Number of Accounts
    3,239
    ACCOUNTS
  • Average Account Value
    $359,201
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IL, LA, MA, NC, NY, PA, SC, TX, UT

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BADGES
86

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