Gregory Carnivale (CRD# 2315686) is an Investment Advisor Representative working at Heritage Financial Advisory, LLC in Jacksonville, FL and has over 13 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Financial Advisory, LLC | Jacksonville, FL | Oct 2021 - Current | 2 |
| Heritage Financial Advisory, LLC | Jacksonville, FL | Jan 2001 - Current | 23 |
| Ae Wealth Management, LLC | Jacksonville, FL | Aug 2017 - Jan 2022 | 4 |
| Global Financial Private Capital, LLC | Jacksonville, FL | Oct 2014 - Aug 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- FL
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$236,351
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL
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.