Larry Donell Ailes

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-06-21
GA	RA	APPROVED	2013-05-08

TX RA
APPROVED

Since 2021-06-21
GA RA
APPROVED

Since 2013-05-08

Branch Locations

Conyers, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Larry Ailes & Associates	Acworth	GA	10/1999	Present
Larry Ailes And Associates	Lithonia	GA	11/2000	Present
Sigma Financial Corporation	Ann Arbor	MI	05/2013	Present
Sigma Planning Company	Ann Arbor	MI	05/2013	Present

10/1999 → Present

Larry Ailes & Associates

Acworth, GA
11/2000 → Present

Larry Ailes And Associates

Lithonia, GA
05/2013 → Present

Sigma Financial Corporation

Ann Arbor, MI
05/2013 → Present

Sigma Planning Company

Ann Arbor, MI

Previous Registrations

2010-02-09 → 2013-05-06

Latitude Advisors, Llc

Yorkville, IL

Acworth, GA
2009-05-06 → 2009-12-31

Medallion Advisory Services, Llc

Acworth, GA

Other Businesses

1. 12/2000 LIFE, HEALTH, ANNUITIES INSURANCE AGENT; TIME SPENT 50%; COMPENSATED BY COMMISSIONS INCOME 50% 2. LARRY AILES AND ASSOCIATES - POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: NUMBER OF HOURS: 80. INVESTMENT RELATED HOURS: 50 START DATE: 11/01/2000 ADDRESS: 1691 LIMESTONE TERRACE, LITHONIA GA 30058 DESCRIPTION: FINANCIAL PLANNING, LIFE AND HEALTH INSURANCE PRODUCTS, TAXES, DEBT MANAGEMENT, MEDICARE. 3. Prepare Benefits, Conyers, GA. Assist clients in understanding / enrolling for employee benefits. Start date: 10/19/22, approx. 160 hrs/mo with 50% during mkt hrs. Seasonal position during open enrollment period. 4. Owner/Founder - AW Realty, Doraville, GA. Entity set up to own rental properties. I will manage the renting of properties. Start date: 11/25/25, approx. 30 hrs/mo. INV REL: N

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-05-17

S63 Uniform Securities Agent State Law Examination

2001-05-17

Designations

Certified Financial Planner

View on SEC IAPD