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GK

Gregory J. Karis

INFLECTION ADVISORS
Camarillo, CA
Some features on this profile are disabled
CRD#: 6336167
GK

Professional summary

Gregory James Karis, who also goes by Greg Karis, is a registered financial advisor currently at INFLECTION ADVISORS located in Camarillo, California and INFLECTION RETIREMENT SERVICES located in Westlake Village, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Gregory has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Karis

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 James Karis's 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

July 14, 2017 - Present

INFLECTION ADVISORS

RIA
CRD#: 288602
Camarillo, CA
Current

November 24, 2021 - Present

INFLECTION RETIREMENT SERVICES

Office #1: 2945 Townsgate Rd Suite 200, Westlake Village, CA 91361
RIA
CRD#: 312680
WESTLAKE VILLAGE, CA
Past

January 11, 2016 - May 12, 2017

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LOS ANGELES, CA
Past

August 4, 2015 - May 12, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LOS ANGELES, CA

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
California
(7/14/2017)
IAR
Texas
(11/9/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/24/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/12/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/3/2015
General Securities Representative Examination

Current Firm

IA
INFLECTION ADVISORS
INFLECTION ADVISORS | INFLECTION WEALTH LLC | INFLECTION BUSINESS CONSULTING INC.

CRD#: 288602 / SEC#:

California
Registered Investment Advisory firm - (7/14/2017 Approved)
Colorado
Registered Investment Advisory firm - (5/17/2022 Terminated)
Texas
Registered Investment Advisory firm - (10/18/2023 Conditional Restricted)
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Contact information

Main Address
Camarillo, CA
Mailing Address
8605 Santa Monica Blvd Pmb 67737, Los Angeles, CA 90069
Phone number
(424) 326-3093
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts434
AUM (Assets Under Management)$ 66,896,259

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

INFLECTION ADVISORS

CRD#: 288602Camarillo, CA

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