Lloyd Greif
Professional Summary
Lloyd Greif is a registered financial advisor currently at GREIF & CO. located in Los Angeles, California. Lloyd is registered as a RR (Registered Representative) and started their career in finance in 1982. Lloyd has worked at 2 firms and has passed the Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
GREIF & CO.
Contact Information
Main Address
777 S. Figueroa Street Suite 3800, Los Angeles, CA 90017-5880Mailing Address
777 S. Figueroa Street Suite 3800, Los Angeles, CA 90017-5880Phone Number
(213) 346-9255Established
California since 04/24/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GREIF, LLOYD | PRESIDENT & CEO & CCO | 1050449 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/28/1992)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lloyd Greif's CRS (Customer Relationship Summary).
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