Paul GrecoCRD Number: 5919588
Current Firm: Wells Fargo Advisors, LLC
Paul Greco (CRD# 5919588) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||St. Louis, MO||Dec 2012 - Current||5|
|Axa Advisors, LLC||New York, NY||Sep 2011 - Nov 2012||1|
|Harris Stowe University||Saint Louis, MO||Aug 2007 - Aug 2011||4|
|Ascension Mobile||University City, MO||Sep 2010 - Mar 2011||< 1|
|City Of St. Louis Parks||Saint Louis, MO||Jun 2010 - Aug 2010||< 1|
|China King||Saint Louis, MO||Sep 2009 - May 2010||< 1|
|Nara||Saint Louis, MO||Aug 2006 - Nov 2007||1|
|University Of Missouri||Saint Louis, MO||Aug 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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