Gregory Plunkett (CRD# 7210416) is an Investment Advisor Representative working at Pandowealth. LLC in Peachtree City, GA and has over 3 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 4148297
Edward Jones
CRD# 6319317
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pandowealth. LLC | Peachtree City, GA | Oct 2020 - Current | 3 |
| Pandowealth. LLC | Peachtree City, GA | Sep 2019 - Sep 2020 | 1 |
| Samada, Llc Dba Chick-fil-a | Alpharetta, GA | Sep 2018 - Aug 2019 | < 1 |
| Winshape Camps | Rome, GA | Aug 2017 - Aug 2018 | 1 |
| Winshape Camps | Rome, GA | Jan 2016 - Jul 2017 | 1 |
| Winshape Camps | Rome, GA | Aug 2014 - Dec 2015 | 1 |
| Winshape Camps | Rome, GA | Sep 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- FL
-
Total Assets Under Management299MILLIONS
-
Total Number of Accounts1,759ACCOUNTS
-
Average Account Value$170,152
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, LA, MD, MO, NC, NE, NJ, OH, OK, OR, PA, SC, TN, TX, VA, WA
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.