Samuel Grezaffi (CRD# 2220555) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Livonia, LA and has over 28 years of experience in the finance industry.
CRD# 6032977
Bf/anderson
CRD# 830173
Bf/anderson
CRD# 1974573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regal Investment Advisors | Kentwood, MI | Feb 2021 - Current | 3 |
| Regulus Financial Group | Kentwood, MI | Feb 2021 - Current | 3 |
| The O.n. Equity Sales Company | Cincinnati, OH | Jul 2017 - Feb 2021 | 3 |
| Ohio National Financial Services | Cincinnati, OH | Jun 2016 - Feb 2021 | 4 |
| Park Avenue Securities | Baton Rouge, LA | Jun 2002 - Jul 2016 | 14 |
| Guardian Life Insurance Company Of America | Baton Rouge, LA | Jun 2002 - Jun 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- LA
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Total Assets Under Management2,550MILLIONS
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Total Number of Accounts12,870ACCOUNTS
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Average Account Value$198,173
- 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
- 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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