Brian Greco is a CFP-designated registered investment advisor, based in Wesley Chapel, FL, with 7 years of industry experience.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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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 ActivitiesSells Insurance
Brian is an insurance agent selling FIA and life insurance since 2019, dedicating about 10-20% of his time to this activity. He also works as an insurance agent and IAR for Accurate Wealth Management, providing investment advice, financial planning services, and selling insurance/annuity products, which takes nearly full-time hours.
Employment History
Current Registrations
Aag Capital, INCBroker
Accurate Wealth Management, LLC
Previous Registrations
International Assets Advisory, LLCBroker
Raymond James & Associates, INC.Broker
State Registrations13 states
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