Gregory WojakCRD Number: 5470661
Current Firm: Lpl Financial LLC
Gregory Wojak (CRD# 5470661) is an Investment Advisor Representative working at Lpl Financial LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Lpl Financial, LLC||Mesa, AZ||Mar 2008 - Current||9|
|Glacis Corp||Scottsdale, AZ||Nov 2000 - Mar 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops