Erin Greve
Erin Greve is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lincoln, NE, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2935 Pine Lake Road, Suite A, Lincoln, NE, 68516
Get directionsHistory
Regulatory History (4)
Financial
April 2019Financial
January 2019Financial
January 2019Financial
December 2018Other Business Activities
Erin is a partner in Canopy Dreams and Retreats, renting out party supplies. She is also an officer and president of Capitol Private Wealth, the DBA for their branch, taking about half of Erin's time. Finally, Erin is involved in rental real estate through CAPPRO LLC, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations1 state
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