Gregory Avera (CRD# 7620534) is an Investment Advisor Representative working at Open Window Financial Solutions, Ltd. in Reno, NV and has 1 year of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Open Window Financial Solutions, Ltd. | Reno, NV | Nov 2021 - Current | 2 |
| University Of Nevada, Reno | Reno, NV | Aug 2017 - Dec 2021 | 4 |
| Schultz Financial Group | Reno, NV | May 2019 - Jun 2020 | 1 |
| Nevada Money Mentors | Reno, NV | Jul 2018 - Aug 2019 | 1 |
| Bangkok Cuisine | Reno, NV | Aug 2017 - Jul 2018 | < 1 |
| United States Army | Fort Bragg, NC | Jul 2013 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- NV
- TX
-
Total Assets Under Management224MILLIONS
-
Total Number of Accounts333ACCOUNTS
-
Average Account Value$671,633
- 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
- Educational seminars/workshops
CA, NV, TX
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