Jeffery Grecu (CRD# 1678784) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 32 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Good Life Advisors, LLC | Reading, PA | Sep 2021 - Current | 2 |
| Lpl Financial, LLC | Lisle, IL | May 2015 - Current | 9 |
| Level Four Advisory Services, LLC | Lisle, IL | Apr 2020 - Sep 2021 | 1 |
| Opus Wealth Management Group | Lisle, IL | May 2015 - Apr 2020 | 4 |
| Metlife Securities Inc. | Lisle, IL | Feb 1987 - Apr 2015 | 28 |
| Metropolitan Life Insurance Company | Lisle, IL | Feb 1987 - Apr 2015 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- IL
- TX
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Total Assets Under Management2,896MILLIONS
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Total Number of Accounts16,544ACCOUNTS
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Average Account Value$175,049
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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