Greg Cancino
Greg Cancino is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Costa Mesa, CA, with 12 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
485 East 17th Street, Suite 300, Costa Mesa, CA, 92627
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Greg owns rental real estate and acts as a successor co-trustee for his father's trust, dedicating minimal time to each. Greg also works as an independent contractor performing financial advisor duties for The Norton Group, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 states
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
More Advisors
- Lee HinsonRaymond James Financial Services Advisors, INC
- Stephen Keshishian, CFPCaptrust
- Shawn Bragdon, ChFCTlg Advisors, INC.
- Tamara Durbin, CFPApella Wealth
- Daniel Yoo, CFPApella Wealth
- Jared Oren, CFPCaptrust