Jeffery Grecu (CRD# 1678784) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 32 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Good Life Advisors, LLC | Reading, PA | Sep 2021 - Current | 2 |
Lpl Financial, LLC | Lisle, IL | May 2015 - Current | 9 |
Level Four Advisory Services, LLC | Lisle, IL | Apr 2020 - Sep 2021 | 1 |
Opus Wealth Management Group | Lisle, IL | May 2015 - Apr 2020 | 4 |
Metlife Securities Inc. | Lisle, IL | Feb 1987 - Apr 2015 | 28 |
Metropolitan Life Insurance Company | Lisle, IL | Feb 1987 - Apr 2015 | 28 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1991 |
S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- IL
- TX
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Total Assets Under Management2,896MILLIONS
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Total Number of Accounts16,544ACCOUNTS
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Average Account Value$175,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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