Gregory Ramirez is a registered investment advisor at Advisors on Call, based in Laguna Hills, CA, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 118 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual percentage fee charged may be lower than the maximum depending on various factors such as account size, and the advisory services to be provided.
Fee Estimator
Location
23276 South Pointe Drive, Suite 209, Laguna Hills, CA, 92653
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2022Customer Dispute
November 2018Customer Dispute
January 2008Employment Separation After Allegations
December 2007Customer Dispute
July 2006Employment Separation After Allegations
July 2001Other Business ActivitiesSells Insurance
Gregory is the owner of Advisors on Call LLC, used for marketing and branding purposes, and has been working directly with insurance companies since 2008. This investment-related activity takes nearly full-time, and compensation comes directly from insurance companies.
Employment History
Current Registrations
Advisors on Call
Previous Registrations
Cabin Securities, INC.Broker
Silber Bennett Financial, INC.Broker
Claraphi Advisory Network, LLC
Richfield Orion International, INC.Broker
Brokers International Financial Services, LLC.Broker
Brokers International Financial Services, LLC
VisionBroker
Opvest Wealth Management
National Asset Management, INC.
National Securities CorporationBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cal Fed InvestmentsBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.