Gregory Davis, financial advisor Kansas City MO

Gregory Davis

CRD Number: 5388041
Current Firm: Ae Wealth Management, LLC

Gregory Davis (CRD# 5388041) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Kansas City, MO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Aug 2020 - Current 3
Heritage First Kansas City, MO Apr 2009 - Current 14
Camelot Advisors, LLC Kansas City, MO Mar 2016 - Aug 2020 4
Royal Pirate, LLC Amherst, NY Apr 2004 - Dec 2017 13
Everbank Mortgage Services Kansas City, MO May 2009 - Jun 2016 7
Nfp Securities Inc. Kansas City, MO May 2010 - Mar 2016 5
Society For Financial Awareness San Diego, CA Oct 2009 - Dec 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Gregory K. Davis
Phone Number: 866-363-9595
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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