Gregory AitkensCRD Number: 1282252
Current Firm: Financial Management Network Inc.
Gregory Aitkens (CRD# 1282252) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 20 years of experience in the finance industry. Gregory Aitkens 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Fmn Capital Corporation||Laguna Hills, CA||Feb 2005 - Current||11|
|Financial Management Network, Inc.||Laguna Hills, CA||Feb 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
Total Assets Under Management688MILLIONS
Total Number of Accounts1,089ACCOUNTS
Average Account Value$631,962
- 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
AZ, CA, FL, KS, LA, NC, NV, OR, TN, TX, WA