Richard Greulich (CRD# 1087963) is an Investment Advisor Representative working at Reg Capital Advisors in Southport, NC and has over 38 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reg Capital LLC | Southport, NC | Dec 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1995 |
- NC
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$366,128
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
NC
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