GD
Gayle A. Doyle
AEGIS WEALTH MANAGEMENT
Scottsdale, AZ
Some features on this profile are disabled
CRD#: 7533251
GD
Professional summary
Gayle Ann Doyle, who also goes by Gayle Doyle, is a registered financial advisor currently at AEGIS WEALTH MANAGEMENT, INC. located in Scottsdale, Arizona.
Gayle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Gayle has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gayle Doyle
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.
1.) Humana, Inc. ; Not investment-related; 13250 N 91st Place, Scottsdale, AZ 85260; Nature of business: sales of Humana group dental/vision/disability products; Position: Inside Sales for South Florida Market; Title: Inside Sales Representative; Start date: 02/24/2008; Approximately 160 hours/month devoted to this business with approximately 150 hours/month during securities trading hours; Duties: sales of dental/vision/disability solutions to brokers for groups of 2-50 lives. ~ 2.) Bowers & Associates, LLC; Investment-related; 4521 Winged Foot Ln, Flagstaff, AZ 86004; Nature of business: Long term care planning and annuity, life, health insurance marketing/sales; Position: Assistant; Title: Associate; Start date: 10/01/2024; Approximately 10 hours/month devoted to this business with all hours during securities trading hours; Duties: help with Long Term Care seminars and miscellaneous.
CRS (Client Relationship Summary) - RIA
Click below to view Gayle Ann Doyle'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®
NoneExperience
Current
October 16, 2024 - Present
AEGIS WEALTH MANAGEMENT, INC.
RIA
CRD#: 301990
Scottsdale, AZ
Past
March 29, 2023 - April 1, 2024
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Scottsdale, AZ
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".
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
RIA
Registered Investment Advisory firm - (8/13/2019 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
Arizona(10/16/2024)
Current Firm
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
RIA
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Contact information
Main Address
317 State Street, Guthrie Center, IA 50115
Mailing Address
Phone number
(833) 483-8383
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,538 |
| AUM (Assets Under Management) | $ 175,971,164 |
Red Flags
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