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Gregory Allen Mikesell

Schwab Wealth Advisory, Inc.

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About Gregory Allen Mikesell

Gregory Allen Mikesell is a financial advisor with Schwab Wealth Advisory, Inc. Gregory has been in the financial industry since July 2009. Gregory holds Series 63, 65, 66 and 7 licenses. Gregory also holds the SIE exam. Gregory has been a registered representative at Schwab Wealth Advisory, Inc. since December 2015 and has been registered in the state of Florida since January 2016. Gregory also has a license to practice as an Investment Advisor in Texas since December 2020. Gregory has held previous positions with Thrivert Investment Management Inc. and TD Ameritrade, Inc. Gregory specializes in retirement planning, financial planning and portfolio management.

Firm Information

Gregory Mikesell is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Gregory Mikesell’s Registration & Firm History

FL

12/14/2020 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

FL

07/30/2014 - 12/28/2015

THRIVENT INVESTMENT MANAGEMENT INC. (OVIEDO FL)

FL

06/16/2006 - 12/20/2006

TD AMERITRADE, INC. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 08/25/2014

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/08/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gregory Allen Mikesell.
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