Greg Margevicius (CRD# 6812664) is an Investment Advisor Representative working at Money Concepts Advisory Service in Lakewood, OH and has over 3 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Aug 2020 - Current | 3 |
| Uber Eats | Cleveland, OH | May 2020 - Current | 4 |
| Ohio Wesleyan University | Weyslan, OH | Aug 2019 - May 2020 | < 1 |
| Skylight Financial Group | Cleveland, OH | May 2018 - Aug 2019 | 1 |
| Ohio Wesleyan University | Weyslan, OH | Aug 2017 - May 2018 | < 1 |
| Ohio Wesleyan University | Weyslan, OH | Aug 2014 - May 2018 | 3 |
| Baird Private Wealth Management | Cleveland, OH | May 2017 - Jul 2017 | < 1 |
| Ohio Wesleyan University | Weyslan, OH | Aug 2016 - Apr 2017 | < 1 |
| Ohio Wesleyan University | Weyslan, OH | May 2010 - Aug 2016 | 6 |
| Student | Weyslan, OH | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- OH
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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