Gregory EnloeCRD Number: 6640443
Current Firm: Prudential Financial Planning Services
Gregory Enloe (CRD# 6640443) is an Investment Advisor Representative working at Prudential Financial Planning Services in Irvine, CA and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|The Prudential Insurance Company Of America||Irvine, CA||Jul 2016 - Current||5|
|Pruco Securities, LLC||Irvine, CA||Apr 2016 - Current||5|
|Enloe Academy||Hanford, CA||Apr 2013 - Current||8|
|Hardcoresport||Whittier, CA||May 2011 - Current||10|
|Concordia University||Irvine, CA||Sep 2015 - Jul 2017||1|
|Foothill High School/socal Aquatics||Tustin, CA||Jun 2013 - Mar 2015||1|
|Sydney Uni Water Polo||Sydney,||Jan 2014 - May 2014||< 1|
|Usa Water Polo||2124 Main Street #240, CA||Jun 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2016|
|S65||NASAA Investment Advisors Law Examination||Apr 2018|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.