Gregory AikenCRD 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 34 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Contango Capital Advisors Inc.||Salt Lake City, UT||Apr 2011 - Current||6|
|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|
Total Assets Under Management1,818MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$1,212,069
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, NJ, NM, NV, NY, OR, TX, UT, VA, WA