Joseph Giangreco, financial advisor Lakewood Ranch FL

Joseph Giangreco

CRD Number: 3004998
Current Firm: Raymond James Financial Services Advisors, Inc.

Joseph Giangreco (CRD# 3004998) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lakewood Ranch, FL and has over 26 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Raymond James Financial Servcies Advisors, Inc. Lakewood Ranch, FL Apr 2010 - Current 13
Raymond James Financial Services Lakewood Ranch, FL Mar 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Joseph A. Giangreco
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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