Erin Greve, financial advisor Lincoln NE

Erin Greve

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Erin A. Greve
Phone Number: 727-567-3020
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    245,249
    MILLIONS
  • Total Number of Accounts
    932,793
    ACCOUNTS
  • Average Account Value
    $262,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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