Gregory Aiken, financial advisor Salt Lake City UT
93 score

Gregory Aiken

CRD Number: 873025
Current Firm: Zions Capital Advisors, Inc.

Gregory Aiken (CRD# 873025) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Contango Capital Advisors Inc. Salt Lake City, UT Apr 2011 - Current 5
Key Private Bank Salt Lake City, UT May 2006 - Mar 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Gregory W. Aiken
Phone Number: 801-844-7700
Registered State(s):
  • CA
  • WA
  • ID
  • UT
  • NV
By the Numbers
  • Total Assets Under Management
    1,818
    MILLIONS
  • Total Number of Accounts
    1,500
    ACCOUNTS
  • Average Account Value
    $1,212,069
Compensation Options
  • A percentage of assets under your management
  • 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

AZ, CA, CO, ID, NJ, NM, NV, NY, OR, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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