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GA

Gregory R. Aitkens

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CRD#: 1282252
GA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Russell Aitkens, who also goes by Gregory Russell Aikens, Gregory Russell Alkens, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1984. Gregory had worked at 10 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gregory Russell Aikens | Gregory Russell Alkens

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 3, 2005 - April 1, 2021

FINANCIAL MANAGEMENT NETWORK INC

RIA
CRD#: 110454
MISSION VIEJO, CA
Past

February 3, 2005 - April 1, 2021

FMN CAPITAL CORPORATION

BD
CRD#: 38105
MISSION VIEJO, CA
Past

August 10, 2001 - February 9, 2005

WALNUT STREET ADVISERS INC

RIA
CRD#: 109903
LAGUNA HILLS, CA
Past

July 31, 2001 - February 3, 2005

DOUGLAS W. JONES ASSOCIATES FINANCIAL & INSURANCE SERVICES, INC.

RIA
CRD#: 112862
LAGUNA HILLS, CA
Past

July 30, 2001 - February 9, 2005

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

June 24, 1994 - July 27, 2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 24, 1994 - July 27, 2001

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

June 21, 1994 - July 13, 1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

June 21, 1994 - July 13, 1994

OSAIC FA, INC.

BD
CRD#: 3978
Past

September 30, 1986 - June 22, 1994

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

January 27, 1986 - September 25, 1986

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
Past

August 21, 1984 - January 29, 1986

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FM
FINANCIAL MANAGEMENT NETWORK INC
FINANCIAL MANAGEMENT NETWORK INC | FINANCIAL MANAGEMENT NETWORK INC.

CRD#: 110454 / SEC#: 801-40473

RIA
Registered Investment Advisory firm - (12/31/1991 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/18/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FM
FINANCIAL MANAGEMENT NETWORK INC
FINANCIAL MANAGEMENT NETWORK INC | FINANCIAL MANAGEMENT NETWORK INC.

CRD#: 110454 / SEC#: 801-40473

RIA
Registered Investment Advisory firm - (12/31/1991 Approved)
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Contact information


Main Address
26041 Acero, Mission Viejo, CA 92691
Mailing Address
Phone number
(949) 455-0300
Established
Firm type
Fiscal year end
# of Employees
49

SEC notice filing (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FMN ADV PART 2 BROCHURE - DECEMBER 2024 (12/18/2024)

Regulatory assets under management


Total Number of Accounts4,200
AUM (Assets Under Management)$ 1,796,671,361

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL MANAGEMENT NETWORK INC

CRD#: 110454

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