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Gregory James Karis

Inflection Advisors

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About Gregory James Karis

Gregory Karis is a financial advisor with Inflection Advisors in CAMARILLO, CA. Gregory has been in the financial services industry since 2013. Gregory holds the Series 66, SIE and Series 7 licenses. Gregory is a CERTIFIED FINANCIAL PLANNER™ professional. Gregory is also an independent insurance agent and an owner and investment advisor representative of Inflection Retirement Services. Gregory is also the owner of a business management firm called Inflection Management LLC which provides bookkeeping, accounting and corporate management services. Gregory is registered in California and Texas.

Firm Information

Gregory Karis is currently registered with Inflection Advisors. Inflection Advisors is a registered investment advisor with offices in the United States. The firm provides financial planning, portfolio management, and selection of other advisors to individuals, high net worth individuals, corporations, charitable organizations, other investment advisors, and individuals other than high net worth individuals. The firm manages approximately $42.6 million in assets.

$42.59M

Assets Under Management

6

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Karis’s Registration & Firm History

CA

10/18/2023 - Present

Inflection Advisors (CAMARILLO CA)

CA

08/04/2015 - 05/12/2017

MML INVESTORS SERVICES, LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 11/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Gregory James Karis. Review regulatory record here.
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