Gregory Wilson (CRD# 6849983) is an Investment Advisor Representative working at Ortiz World Wealth in Whittier, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gl Trust, Inc., Dba: Ortiz World Wealth | Whittier, CA | Jan 2021 - Current | 3 |
| Ortiz World Wealth | Whittier, CA | Nov 2018 - Jan 2021 | 2 |
| David Ortiz Advisors, Inc. | Whittier, CA | Feb 2015 - Nov 2018 | 3 |
| Biola University | La Mirada, CA | Jan 2014 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CA
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts221ACCOUNTS
-
Average Account Value$148,039
- 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
CA
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.