GL
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Grigori Lvov
22 Years of Experience
Hackensack, NJ
1 DisclosureBroker
Grigori Lvov is a registered investment advisor at Raymond James & Associates, INC., based in Hackensack, NJ, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
401 Hackensack Ave., Suite 803, Hackensack, NJ, 07601
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2019Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2018 - Present · 8 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2007 - April 2018 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLC
October 2007 - April 2018 · 10 yrs 6 mos
RBC Dain Rauscher INC.
June 2003 - November 2007 · 4 yrs 5 mos
RBC Dain Rauscher INC.Broker
April 2003 - November 2007 · 4 yrs 7 mos
State Registrations21 states
CACOCTDEFLGAILMAMEMIMONCNJNMNYOHPASCTNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.