Gregory Mikesell (CRD# 4249533) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 17 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Orlando, FL | Dec 2015 - Current | 8 |
| Charles Schwab & Company, Inc. | Orlando, FL | Dec 2015 - Current | 8 |
| Thrivent Financial | Appleton, WI | Nov 2014 - Dec 2015 | 1 |
| Thrivent Investment Management Inc. | Oviedo, FL | Jul 2014 - Dec 2015 | 1 |
| Thrivent Financial | Appleton, WI | Sep 2014 - Nov 2014 | < 1 |
| Unemployed | Orlando, FL | Jun 2014 - Jul 2014 | < 1 |
| State Farm Insurance | Orlando, FL | Nov 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- FL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
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