James Vincent Greco (CRD# 6510282) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Branchburg, NJ and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5004850
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4719332
Asset Management Consulting Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Financial Advisors Corporation | Whitehouse Station, NJ | Oct 2017 - Current | 6 |
Axa Advisors, LLC | New York, NY | Oct 2016 - Oct 2017 | 1 |
Unemployed | Long Valley, NJ | Sep 2016 - Oct 2016 | < 1 |
Precision Financial Strategies | Manalapan, NJ | May 2015 - Sep 2016 | 1 |
Quinnipiac University | Hamden, CT | Sep 2014 - May 2016 | 1 |
Lincoln Financial | Paramus, NJ | Jun 2015 - Oct 2015 | < 1 |
Simon Financial Group | Edison, NJ | May 2015 - Sep 2015 | < 1 |
Greco Nader & Associates | Whitehouse Stateion, NJ | Jun 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- NJ
- TX
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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