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Gregory Egan is a registered investment advisor at Wells Fargo Advisors, based in Tampa, FL, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
205 S Hoover Blvd, Ste 301, Tampa, FL, 33609
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Regulatory History (2)
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Customer Dispute
July 2004Denied
Customer Dispute
November 2001Denied
Other Business Activities
Gregory owns 50% of Egan Heitler, LLC and 100% of Egan Development Company, Inc., both investment-related. He spends minimal time on each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors
March 2008 - Present · 18 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2001 - Present · 25 yrs 4 mos
Previous Registrations
Jwgenesis Financial Group, INCBroker
January 1999 - January 2001 · 2 yrs
Chatfield Dean & CO., INC.Broker
July 1995 - January 1999 · 3 yrs 6 mos
State Registrations20 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.