GI
GI

Gregg Michael Indovina

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

270 Bradenton Avenue, Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregg is a licensed insurance agent through Golden Reserve, LLC, selling commissionable insurance and annuity products. He dedicates full-time hours to this outside business, with a few hours per week occurring during securities trading hours.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
April 2025 - Present · 10 mos
Previous Registrations
Rfg Advisory, LLC
January 2023 - March 2025 · 2 yrs 2 mos
Accelerated Wealth Advisors LLC
January 2015 - February 2023 · 8 yrs 1 mo
Cambridge Investment Research Advisors, INC.
June 2007 - December 2014 · 7 yrs 6 mos
PNC Investments
November 2006 - June 2007 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2005 - October 2006 · 1 yr 6 mos
State Registrations9 states
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Advisor
Exams
No exam information available for this advisor.
Gregg Michael Indovina - Financial Advisor | TrueAdvisor