Gregory BrumaginCRD 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.
Raymond James Financial Services Advisors, Inc.
H. Beck, Inc.
Hbks Wealth Advisors
|Lincoln Financial Advisors||Erie, PA||May 2014 - Current||3|
|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|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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