Best Investors Account Sign in
Inactive

Kevin Paul Greig

Greig, Kevin P

Eugene, OR

CRD 3155636

Claim This Profile
Employer firm

Greig, Kevin P CRD 226789

20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Greig, Kevin P

Eugene, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2015-08-26
  • OR RA
    APPROVED
    Since 2015-08-26

Branch Locations

Eugene, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kevin P. Greig, Cpa Eugene OR 02/2014 Present
  • 02/2014 → Present
    Kevin P. Greig, Cpa
    Eugene, OR
Previous Registrations
  • 2003-01-03 → 2015-08-05
    Oppenheimer & Co. Inc.
    Eugene, OR
    New York, NY
    New York, NY
  • 2002-12-20 → 2003-01-03
    Cibc World Markets Corp.
    New York, NY
Other Businesses

ACCOUNTING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-02-16
  • S66 Uniform Combined State Law Examination
    1999-02-16
Other Names
  • Kevin P Greig

View on SEC IAPD

More in Eugene, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor