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LG

Lloyd Greif

GREIF & CO.
Los Angeles, CA 90071
Some features on this profile are disabled
CRD#: 1050449
LG

Professional summary

Lloyd Greif is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lloyd Greif's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 10, 1992 - Present

GREIF & CO.

Office #1: 633 West Fifth Street Sixty-fifth Floor, Los Angeles, CA 90071Office #2: 633 West Fifth Street 65th Floor, Los Angeles, CA 90071-2005
BD
CRD#: 30345
Los Angeles, CA
Past

August 26, 1982 - March 5, 1992

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/28/1992)

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/1982
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/14/1990
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

G&
GREIF & CO.
GREIF & CO.

CRD#: 30345 / SEC#: , 8-44862

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
633 West Fifth Street 65th Floor, Los Angeles, CA 90071-2005
Mailing Address
633 West Fifth Street 65th Floor, Los Angeles, CA 90071-2005
Phone number
(213) 346-9255
Established
California since 04/24/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
GREIF, LLOYDPRESIDENT & CEO & CCO1050449

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GREIF & CO.

CRD#: 30345Los Angeles, CA 90071

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