Gregory Pospichel (CRD# 7151526) is an Investment Advisor Representative working at Cullen Financial Advisors in Hudson, OH and has over 3 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | San Francisco, CA | Sep 2023 - Current | < 1 |
Pospichel Cpa | San Francisco, CA | Dec 2019 - Current | 4 |
Cullen Financial Advisors | Hudson, OH | Nov 2021 - Sep 2023 | 1 |
Sagepoint Financial, Inc. | San Francisco, CA | Dec 2019 - Sep 2023 | 3 |
Cullen Financial Advisors | San Francisco, CA | Feb 2020 - Nov 2021 | 1 |
Eisneramper LLP | San Francisco, CA | Aug 2012 - Dec 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- CA
- OH
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$536,122
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.