AG
AG

Andrew Grezaffi

21 Years of Experience
Saint Francisville, LA
BrokerSells Insurance

Andrew Grezaffi is a registered investment advisor, based in Saint Francisville, LA, with 21 years of industry experience.

Location

4782 Prosperity Street, Saint Francisville, LA, 70775

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Andrew is a life and health insurance agent through Purshe Kaplan Sterling Investments, dedicating about 10-20% of his time to fixed and variable insurance sales. He also has several other business activities, including a cattle ranch, rental properties, a registered investment advisory firm, a real estate and mineral lease consulting group, and a wetland mitigation real estate investment vehicle.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2012 - Present · 13 yrs 9 mos
Kg Capital Management, LLC
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Brokersxpress LLC
April 2008 - August 2012 · 4 yrs 4 mos
Brokersxpress LLCBroker
April 2008 - August 2012 · 4 yrs 4 mos
Oneamerica Securities, INC.Broker
July 2004 - April 2008 · 3 yrs 9 mos
State Registrations4 states
ALLAMSTX
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.
Andrew Grezaffi - Financial Advisor | TrueAdvisor