Gregory Brumagin, financial advisor Erie PA
90 score

Gregory Brumagin

CRD Number: 5930037
Current Firm: Lincoln Financial Advisors Corporation

Gregory Brumagin (CRD# 5930037) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Erie, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Erie, PA May 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Wattsburg, PA Jul 2011 - May 2014 2
Waddell & Reed, Inc. Erie, PA Jun 2011 - May 2014 2
New Horizon Realtors Erie, PA Jul 2007 - May 2014 6
Harbor Creek School District Harborcreek, PA Aug 2007 - Jul 2011 3
Titusville School District Titusville, PA Aug 2002 - Aug 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Gregory D. Brumagin
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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