Erin GreveCRD Number: 7093724
Current Firm: Raymond James Financial Services Advisors, Inc.
Erin Greve (CRD# 7093724) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lincoln, NE and has over 3 years of experience in the finance industry.
Rbc Capital Markets, LLC
Lpl Financial LLC
|Capitol Private Wealth||Lincoln, NE||Feb 2022 - Current||1|
|Raymond James Financial Services, Inc.||Lincoln, NE||Feb 2022 - Current||1|
|Raymond James Financial Services Advisors, Inc.||Lincoln, NE||Feb 2022 - Current||1|
|Rbc Capital Markets LLC||Lincoln, NE||Apr 2019 - Feb 2022||2|
|Byrd & Greve Law, LLC||Lincoln, NE||Mar 2016 - Apr 2019||3|
|Gordenlaw, LLC||Lincoln, NE||Jan 2015 - Mar 2016||1|
|Camplin Law Office||Lincoln, NE||Oct 2013 - Oct 2014||1|
|Kirk Law Offices||Lincoln, NE||Oct 2013 - Oct 2014||1|
|Dean's Office College Of Law||Lincoln, NE||May 2013 - Jan 2014||< 1|
|Full-time Law Student/not Allowed To Work||Lincoln, NE||Jul 2012 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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)
- 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, WY
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