Gregory Laudadio (CRD# 7008920) is an Investment Advisor Representative working at Principal Securities, Inc. in Wayne, PA and has over 5 years of experience in the finance industry. Gregory Laudadio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laudadio Wealth Management Group | Wayne, PA | Oct 2021 - Current | 2 |
| Principal Life Insurance Company | Wayne, PA | Aug 2018 - Current | 5 |
| Principal Securities Inc. | Wayne, PA | Aug 2018 - Current | 5 |
| Financial Advisors Of Delaware Valley | Wayne, PA | Sep 2018 - Mar 2023 | 4 |
| Rubin Fortunato & Harbison | Paoli, PA | Sep 2017 - Aug 2018 | < 1 |
| Studying For Bar Exam | Villanova, PA | Jun 2015 - Aug 2017 | 2 |
| Education | Villanova, PA | Aug 2010 - May 2017 | 6 |
| Rubin Fortunato & Harbison | Paoli, PA | Feb 2016 - Apr 2017 | 1 |
| Judicial Watch | Washington, DC | May 2016 - Jul 2016 | < 1 |
| Del County Rep Party | Media, PA | Aug 2015 - Nov 2015 | < 1 |
| Philadelphia Register Of Wills | Philadelphia, PA | Jul 2015 - Aug 2015 | < 1 |
| Villanova Law School | Villanova, PA | Jun 2015 - Aug 2015 | < 1 |
| Preit | Philadelphia, PA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- PA
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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