Gregory
Aynesworth

Arbor Point Advisors

CRD#2317755
Investment Advisor
in La Vista, NE

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About this Advisor

Gregory Aynesworth is a certified financial planner who works in La Vista, Nebraska, who has been in the financial industry for 23 years. Aynesworth is currently employed by Arbor Point Advisors. Over the course of their career, Aynesworth has held roles at Securities America, Inc, Arbor Point Advisors, Foothill Securities, Inc, Foothill Partners, LLC and Omni-Prestige Insurance Services Inc. Aynesworth has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Arbor Point Advisors is a business that has its headquarters in La Vista, Nebraska. It has offices in 72 locations and a total of 129 employees. It oversees $4 billion in assets between its 22,867 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 22,867 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. Arbor Point Advisors offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely are based on the services provided. However, fees billed by Arbor Point Advisors can consist of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

12325 Port Grace Blvd.
La Vista, NE 68128

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$3,897,743,865

NE Average: $1,978,216,465
Total Number of Employees

129

NE Average: 226
Total Number of Accounts

22,867

NE Average: 7,467
Average Account Size

$170,453

NE Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Aynesworth Work History

Gregory has 23 years of experience.

2016 - Present (5 years)

Securities America, Inc

2016 - Present (5 years)

Arbor Point Advisors

1997 - Present (24 years)

Omni-Prestige Insurance Services Inc

2016 - 2016 (< 1 year)

Foothill Securities, Inc

2008 - 2014 (6 years)

Foothill Partners, LLC

2004 - 2016 (12 years)

Foothill Securities, Inc

Disclosures

Gregory Aynesworth has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Arbor Point Advisors

Kelsey Whelan
West Bloomfield, MI
Jessica Brown
Chesterfield, MO
David Doorneweerd
Longwood, FL
Mark Loop
Longwood, FL
Julie Vavra Daley
Saint Clairsville, OH
Matthew Brand
West Bloomfield, MI
April Wallace
Auburn, AL
Daniel Spurgeon
Parkersburg, WV

This content was compiled from the SEC and FINRA.

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