Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron David Grey is an investment advisor representative associated with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Aaron has been working in the financial services industry since 2003. Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and is registered in Colorado. Aaron has experience in a variety of financial areas, including financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
02/03/2016 - Present
Buckingham Strategic Wealth, LLC (Denver CO)
CO
06/29/2005 - 07/05/2007
CIM SECURITIES, LLC (GREENWOOD VILLAGE CO)
TN
12/12/2003 - 11/19/2004
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
BOTH
Issued 03/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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