Gil Aikins (CRD# 5157274) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Woodland Hills, CA and has over 17 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Auerbach Grayson & Company, LLC | New York, NY | Mar 2024 - Current | < 1 |
| Innova Advisors LLC | Miami, FL | Dec 2023 - Current | < 1 |
| Alcala Multi Family Office | New York, NY | Oct 2023 - Current | < 1 |
| Fivenca Asset Management | Miami, FL | Sep 2023 - Current | < 1 |
| Bethel Landing Securities LLC | Easton, CT | May 2023 - Current | < 1 |
| Lyndhurst Securities, Inc./lazari Capital Management, Inc. | Woodland Hills, CA | Apr 2023 - Current | 1 |
| Kepler Capital Markets Inc. | New York, NY | Nov 2021 - Current | 2 |
| Aureana Capital Management LLC | New York, NY | Feb 2020 - Current | 4 |
| Global Securities Consulting Group LLC | Westport, CT | May 2011 - Current | 12 |
| Brasil Plural Securities LLC | New York, NY | Aug 2016 - Jun 2023 | 6 |
| Enclave Capital LLC | New York, NY | Mar 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CA
-
Total Assets Under Management471MILLIONS
-
Total Number of Accounts1,145ACCOUNTS
-
Average Account Value$411,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, GA, NC, NV, NY, OH, PA, SC, TX, VA, WA, WV
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