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 based in La Vista, Nebraska with a total of 7 years of relevant experience. Aynesworth is an advisor for Arbor Point Advisors. The advisor has gained experience 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, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Arbor Point Advisors is a business operating out of La Vista, NE. It has offices in 138 locations and a total of 1,844 employees. It oversees $6 billion in total assets across its 30,789 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 30,789 client accounts, just 7% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a wide assortment 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. Financial advisory fees are based on the financial services. However, fees billed by Arbor Point Advisors most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

Office Location

12325 Port Grace Blvd.
La Vista, NE 68128

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$6,428,973,356

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

1,844

NE Average: 226
Total Number of Accounts

30,789

NE Average: 7,467
Average Account Size

$208,807

NE Average: $264,928

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 been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Securities America, Inc

2016 - Present (8 years)

Arbor Point Advisors

1997 - Present (27 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Aynesworth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arbor Point Advisors

April Wallace
Auburn, AL
Timothy Ingalls
Windsor, CT
Adriel Gaines
Springfield, OR
James Bell
Spokane, WA
Cassie Diamond
Portland, OR
Scott Mahan
Klamath Falls, OR
Matthew Pulsipher
Vancouver, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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