Gregory Molfino, financial advisor Kailua Kona HI
93 score

Gregory Molfino

CRD Number: 5928632
Current Firm: Raymond James Financial Services Advisors, Inc.

Gregory Molfino (CRD# 5928632) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kailua Kona, HI and has over 6 years of experience in the finance industry.

Similar Advisors
Michael Kramer, financial advisor Kailua Kona HI
Michael A. Kramer
CRD# 4405730
Natural Investments
Score
100
Similar Advisors
Mary Frances Ewing, financial advisor Kailua Kona HI
Mary Frances R. Ewing
CRD# 1589738
Wells Fargo Clearing Services, LLC
Score
96
Similar Advisors
Scott Ast, financial advisor Kailua Kona HI
Scott J. Ast
CRD# 5867707
Raymond James Financial Services Advisors, Inc.
Score
96
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Kailua Kona, HI May 2017 - Current < 1
First Hawaiian Advisors Kailua Kona, HI May 2017 - Current < 1
Raymond James Financial Services, Inc. Kailua-kona, HI May 2017 - Current < 1
First Hawaiian Bank Kailua-kona, HI May 2016 - Current 1
Bancwest Investment Services Kailua Kona, HI May 2016 - May 2017 1
Wells Fargo Advisors LLC Hilo, HI Jul 2014 - Apr 2016 1
Extended Travel Kailua Kona, HI Apr 2014 - Jun 2014 < 1
Bank Of America, N.a. Kailua Kona, HI Nov 2012 - Mar 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kailua Kona, HI Sep 2012 - Mar 2014 1
Extended Leave/travel Kailua Kona, HI May 2012 - Aug 2012 < 1
Wells Fargo Advisors,llc. Kailua Kona, HI May 2011 - Apr 2012 < 1
Wells Fargo Bank, N.a. Kailua Kona, HI Jan 2007 - Apr 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Gregory L. Molfino
Phone Number: 727-567-3020
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Gregory Molfino and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 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.