Gregory Cecchini (CRD# 2936633) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 26 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Primoris Wealth Advisors, LLC | North Palm Beach, FL | Sep 2019 - Current | 4 |
| Legend Equities Corporation | Amherst, NY | Jul 1998 - Current | 25 |
| Lincoln Investment | Getzville, NY | Jan 2017 - Sep 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- FL
- TX
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts462ACCOUNTS
-
Average Account Value$380,388
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CT, FL, HI, MA, NY, TX
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