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Gregory Joseph Carrick

AON RETIREMENT PLAN ADVISORS, LLC·ATLANTA, Georgia
AON RETIREMENT PLAN ADVISORS, LLC
3550 LENOX ROAD NE, ATLANTA, GA 30326CRD# 1742083Firm CRD# 136462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Joseph Carrick · ATLANTA, GA
Registration
CRD #1742083 · AON RETIREMENT PLAN ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Gregory Joseph Carrick is a registered financial advisor based in ATLANTA, Georgia, affiliated with AON RETIREMENT PLAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AON RETIREMENT PLAN ADVISORS, LLC
AON RETIREMENT PLAN ADVISORS, LLC
AUM
$3M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at AON RETIREMENT PLAN ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS ON WHICH WE CONSULT
Regulatory
SEC/IARD CRD# 1742083
Firm CRD# 136462
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Joseph Carrick offer?
Gregory Joseph Carrick specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Gregory Joseph Carrick's credentials?
Gregory Joseph Carrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Joseph Carrick located?
Gregory Joseph Carrick is based in ATLANTA, Georgia, working with AON RETIREMENT PLAN ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Gregory Joseph Carrick charge for services?
Gregory Joseph Carrick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets on which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AON RETIREMENT PLAN ADVISORS, LLC?
AON RETIREMENT PLAN ADVISORS, LLC has approximately 8 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AON RETIREMENT PLAN ADVISORS, LLC

Leslie Walden Uddin
ATLANTA, GA
Thomas Lyle Williams
ATLANTA, GA
Mark Elwood Thomas
ATLANTA, GA

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