Gregory Wolfe (CRD# 2602460) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 28 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | York, PA | Nov 2016 - Current | 7 |
| Peoplesbank | York, PA | May 2015 - Current | 8 |
| Cetera Advisor Networks, LLC | El Segundo, CA | May 2015 - Nov 2016 | 1 |
| Raymond James Financial Services Advisors, Inc. | York, PA | Jan 2009 - Apr 2015 | 6 |
| Raymond James Financial Services | York, PA | Jun 2008 - Apr 2015 | 6 |
| Fulton Financial Corporation | York, PA | Jun 2008 - Apr 2015 | 6 |
| Fulton Financial Advisors | York, PA | Feb 2005 - Apr 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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