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Gregg Arthur Guinta

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$384K average
Assets Under Management
$1.1B

Fee Structure

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Location

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregg is a broker/owner of Miami Deluxe Real Estate PA, spending minimal time. He also earns commissions from insurance sales as a General Agent with Accurate Advisory Group, and is an insurance agent producer, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Aag Capital, INC
July 2020 - Present · 5 yrs 7 mos
Aag Capital, INCBroker
July 2020 - Present · 5 yrs 7 mos
Accurate Wealth Management, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Intervest International, INC.
April 2019 - July 2019 · 3 mos
Global Financial Private Capital, LLC
March 2010 - November 2016 · 6 yrs 8 mos
Chestnut Hill Financial Group LLC
October 2007 - November 2010 · 3 yrs 1 mo
Gunnallen Financial, INC
February 2006 - April 2007 · 1 yr 2 mos
Gunnallen Financial, INCBroker
February 2006 - April 2007 · 1 yr 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 2001 - February 2006 · 4 yrs 7 mos
Fidelity Brokerage Services LLCBroker
May 1999 - July 2001 · 2 yrs 2 mos
State Registrations33 states
AKALARAZCACOCTDCFLGAILINMAMEMNMONCNENHNJNMNVNYOHPAPRSCTNTXUTVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.