Gregory Mayes, financial advisor Holland MI
83 score

Gregory Mayes

CRD Number: 1422375
Current Firm: Planners Alliance

Gregory Mayes (CRD# 1422375) is an Investment Advisor Representative working at Planners Alliance in Holland, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Planners Alliance LLC Holland, MI Feb 2018 - Current < 1
Alphastar Capital Management Cornelius, NC Nov 2012 - Feb 2018 5
Premier Alliance Property & Casualty Inc. Nampa, ID Mar 2000 - May 2016 16
Premier Alliance LLC Nampa, ID Jan 1997 - May 2016 19
Insurers Of Idaho Nampa, ID Apr 2012 - Feb 2014 1
Ing Financial Partners Nampa, ID Feb 2008 - Nov 2012 4
Premier Alliance Health Insurance Inc. Nampa, ID Mar 2000 - Apr 2012 12
Affinity Mortgage Nampa, ID Jul 2003 - Nov 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1987
S65 NASAA Investment Advisors Law Examination Apr 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gregory C. Mayes
Phone Number: 866-890-0880
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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