Jeff GroezingerCRD Number: 3060679
Current Firm: Buckingham Capital Management, Inc.
Jeff Groezinger (CRD# 3060679) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 19 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
|Capital Investment Group, Inc.||Raleigh, NC||Apr 2009 - Current||8|
|Buckingham Capital Management, Inc.||Dayton, OH||Mar 2005 - Current||12|
|Oberlin Financial Corp||Bryan, OH||Apr 2002 - Apr 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management411MILLIONS
Total Number of Accounts2,857ACCOUNTS
Average Account Value$143,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, DC, FL, GA, IL, IN, KY, LA, MI, NC, NH, OH, TN, TX, VA