Gregory AugustineCRD Number: 2172435
Current Firm: Oppenheimer & Company Inc.
Gregory Augustine (CRD# 2172435) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 24 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Oppenheimer & Co||Beachwood, OH||Oct 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 1999|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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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