Robert GrecoCRD Number: 3093804
Current Firm: Securities America Advisors, Inc.
Robert Greco (CRD# 3093804) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 13 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Securities America Advisors, Inc.||La Vista, NE||Nov 2014 - Current||2|
|Securities America, Inc.||Redbank, NJ||Nov 2014 - Current||2|
|Sunset Financial Services||Kansas City, MO||Sep 2012 - Nov 2014||2|
|Hornor Townsend & Kent Inc.||Horsham, PA||Jan 2011 - Oct 2012||1|
|Metropolitan Life Insurance Company||Tinton Falls, NJ||Jul 1998 - Dec 2010||12|
|Metlife Securities Inc.||Tinton Falls, NJ||Jul 1998 - Dec 2010||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV