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GM

Gregory C. Mayes

ADVISORY ALPHA
Nampa, ID 83687
Some features on this profile are disabled
CRD#: 1422375
GM

Professional summary

Gregory Carl Mayes, who also goes by Greg Mayes, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Nampa, Idaho.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gregory has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Mayes

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) - RIA

Click below to view Gregory Carl Mayes's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

September 9, 2020 - Present

ADVISORY ALPHA, LLC

Office #1: 5660 E. Franklin Road Suite 130, Nampa, ID 83687
RIA
CRD#: 158282
Nampa, ID
Past

February 15, 2018 - September 15, 2020

PLANNERS ALLIANCE

RIA
CRD#: 290575
NAMPA, ID
Past

November 15, 2012 - February 16, 2018

ALPHASTAR CAPITAL MANAGEMENT

RIA
CRD#: 157423
NAMPA, ID
Past

February 20, 2008 - November 14, 2012

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
NAMPA, ID
Past

February 5, 2008 - November 14, 2012

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
NAMPA, ID
Past

June 2, 2004 - February 8, 2008

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
NAMPA, ID
Past

May 25, 2004 - February 8, 2008

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
NAMPA, ID
Past

January 1, 2001 - June 16, 2004

WS GRIFFITH SECURITIES, INC.

RIA
CRD#: 10410
NAMPA, ID
Past

January 20, 1998 - June 16, 2004

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

December 21, 1987 - January 14, 1998

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

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".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(9/9/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/19/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/18/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/12/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/18/1987
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)
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Contact information

Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (48 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

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts22,480
AUM (Assets Under Management)$ 3,468,083,482

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

ADVISORY ALPHA, LLC

CRD#: 158282Nampa, ID 83687

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