GR

Gregory Avery Ramirez

Advisors on Call
27 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Advisors on Call
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
118 clients
Average Client Portfolio
$271K average
Assets Under Management
$32.0M

Fee Structure

Please refer to Advisors On Call's Form ADV Part 2A Brochure for disclosure of the fees charged for advisory services.

View Full Brochure on SEC

Advisor Information

Office location

23276 South Pointe Drive, Suite 209, Laguna Hills, CA, 92653

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Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2022
Award / Judgment
Customer Dispute
November 2018
Settled
Customer Dispute
January 2008
Denied
Employment Separation After Allegations
December 2007
Customer Dispute
July 2006
Denied
Employment Separation After Allegations
July 2001
View Full SEC ReportHow to Read Disclosures
Other 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
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Cabin Securities, INC.Broker
September 2017 - June 2018 · 9 mos
Silber Bennett Financial, INC.Broker
April 2015 - October 2017 · 2 yrs 6 mos
Claraphi Advisory Network, LLC
October 2013 - December 2022 · 9 yrs 2 mos
Richfield Orion International, INC.Broker
February 2013 - April 2015 · 2 yrs 2 mos
Brokers International Financial Services, LLC. Broker
January 2012 - December 2012 · 11 mos
Brokers International Financial Services, LLC
January 2012 - December 2012 · 11 mos
VisionBroker
March 2011 - March 2011 · 0 mos
Opvest Wealth Management
January 2011 - March 2012 · 1 yr 2 mos
National Asset Management, INC.
April 2008 - January 2011 · 2 yrs 9 mos
National Securities CorporationBroker
January 2008 - October 2010 · 2 yrs 9 mos
Wells Fargo Investments, LLC
July 2006 - January 2008 · 1 yr 6 mos
Wells Fargo Investments, LLCBroker
July 2006 - January 2008 · 1 yr 6 mos
CUNA Brokerage Services, INC.
January 2006 - July 2006 · 6 mos
CUNA Brokerage Services, INC.Broker
December 2001 - July 2006 · 4 yrs 7 mos
Cal Fed InvestmentsBroker
November 1997 - September 2001 · 3 yrs 10 mos
State Registrations3 states
CATXWI
Advisor
Exams
No exam information available for this advisor.