Gregory WodarkCRD Number: 1465959
Current Firm: An Ideal Life Financial Planning, LLC
Gregory Wodark (CRD# 1465959) is an Investment Advisor Representative working at An Ideal Life Financial Planning, LLC in Coto De Caza, CA and has over 34 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|An Ideal Life Financial Planning LLC||Coto De Caza, CA||Nov 2020 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Newport Beach, CA||Nov 2016 - Sep 2020||3|
|Wells Fargo Advisors||Newport Beach, CA||Mar 2013 - Nov 2016||3|
|Rbc Capital Markets Corporation||Newport Beach, CA||Mar 2008 - Mar 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||Mar 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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