Greg Cancino

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 06/2018
  Edward Jones
  Cost Mesa, CA
• 06/2018 → Present
  Raymond James Financial Services, Inc.
  Costa Mesa, CA
• 06/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Costa Mesa, CA
• 10/2018 → Present
  J. Edward Norton & Associates Insurance Services
  Costa Mesa, CA
• 10/2018 → 02/2025
  J. Edward Norton & Associates Insurance Services
  Costa Mesa, CA

Previous Registrations

• 2014-11-03 → 2018-06-05
  Edward Jones
  St Louis, MO
  Huntington Beach, CA
  Costa Mesa, CA
  Costa Mesa, CA

Other Businesses

(1)Name of Business: Address: 17802 Orangewood Ln, Riverside, CA, 92503, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/24/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: The Norton Group Address: 485 E 17th St Ste 300, Costa Mesa, CA, 92627, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor Duties.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-05

Designations

• Certified Financial Planner