Gregory James Karis
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 Camarillo, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Karis
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
INFLECTION ADVISORS | INFLECTION WEALTH LLC | INFLECTION BUSINESS CONSULTING INC.
Contact Information
Main Address
1203 Flynn Rd Unit 140, Camarillo, CA 93012Mailing Address
8605 Santa Monica Blvd Pmb 67737, Los Angeles, CA 90069Phone Number
(424) 326-3093# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
471AUM (Assets Under Management)
$84,175,342Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/9/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory James Karis's CRS (Customer Relationship Summary).
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