Brian GrecoCRD Number: 6771535
Current Firm: Accurate Wealth Management, LLC
Brian Greco (CRD# 6771535) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.
Commonwealth Financial Network
Truist Advisory Services, Inc.
|Accurate Wealth Management, LLC||Wesley Chapel, FL||Dec 2019 - Current||1|
|International Assets Advisory, LLC||Tampa, FL||Jul 2019 - Current||1|
|Accurate Advisory Group||Wesley Chapel, FL||Jun 2019 - Current||1|
|Raymond James Financial Inc.||St. Petersburg, FL||Mar 2017 - May 2019||2|
|22 Squared Inc.||Tampa, FL||Jun 2015 - Mar 2017||1|
|Clayton Financial Holdings||Tampa, FL||Apr 2015 - May 2015||< 1|
|Americans For Prosperity Foundation||Arlington, VA||May 2014 - Apr 2015||< 1|
|Americans For Prosperity||Arlington, VA||May 2014 - Aug 2014||< 1|
|Mississippi State University||Starkville, MS||Aug 2013 - May 2014||< 1|
|Mississippi State University||Starkville, MS||Aug 2008 - Aug 2013||5|
|Cj's Pizza||Starkville, MS||May 2010 - May 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management217MILLIONS
Total Number of Accounts1,541ACCOUNTS
Average Account Value$140,624
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, MS, NC, NJ, NY, TN, TX, UT, VA, WI
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