Brian Greco (CRD# 6771535) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 4 years of experience in the finance industry. Brian Greco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5159569
Primerica Advisors
CRD# 6525251
Truist Advisory Services, Inc.
CRD# 5840376
Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accurate Wealth Management, LLC | Wesley Chapel, FL | Dec 2019 - Current | 4 |
| International Assets Advisory, LLC | Tampa, FL | Jul 2019 - Current | 4 |
| Accurate Advisory Group | Wesley Chapel, FL | Jun 2019 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
| S63 | Uniform Securities State Law Examination | Sep 2021 |
- FL
- MS
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Total Assets Under Management780MILLIONS
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Total Number of Accounts3,855ACCOUNTS
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Average Account Value$202,461
- 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)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
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