Capitol Securities Management
47yrs
Top advisor by experience in Tampa
31yrs
Gregory Egan is a fiduciary financial advisor in Tampa, Florida, with 31 years in the industry. Gregory joined Wells Fargo Advisors in 2008, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 11% by experience in Tampa
Office205 S Hoover Blvd Suite 301, Tampa, FL 33609
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Contact Gregory
Local office(813) 281-8027Ask for Gregory. (314) 875-3000Main office · St. Louis, MO 205 S Hoover Blvd Suite 301Tampa, FL 33609Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Gregory’s local office at (813) 281-8027 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Gregory Egan.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1995, about 31 years. Top 11% by experience in Tampa.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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