Gregory
Cecchini
Primoris Wealth Advisors, LLC
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About this Advisor
Gregory Cecchini is a financial advisor based in West Palm Beach, Florida, working with Primoris Wealth Advisors, LLC. Gregory has previously held positions at Legend Equities Corporation, Lincoln Investment, and Primoris Wealth Advisors, LLC. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Gregory is part of Primoris Wealth Advisors, LLC, which operates out of West Palm Beach, Florida. The firm has 7 employees and manages assets totaling $175.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and the publication of newsletters. The fee structure at Primoris Wealth Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Primoris Wealth Advisors, LLC Brokerage Details
$175,739,114
7
462
$380,388
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Gregory Cecchini Work History
Primoris Wealth Advisors, LLC
Legend Equities Corporation
Lincoln Investment
Disclosures
Please visit the SEC profile of Gregory Cecchini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Primoris Wealth Advisors, LLC
Kihei, HI
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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