Broker Check
Greg EliaLPL Registered Principal

Greg Elia
LPL Registered Principal

CA Insurance License #0K18371 Director, Operations & Compliance

I serve as the Director of Operations & Compliance with Kinecta Wealth Management. With over 20 years of experience in the financial services industry, I have dedicated my career to ensuring financial and operational regulatory compliance within the Wealth Management program. As the firm's acting Financial & Operations Principal, my primary responsibility revolves around maintaining compliance with financial and operational regulations. I work diligently to ensure our program adheres to all applicable rules and regulations, providing clients with a trustworthy environment for their financial needs.

Before joining Kinecta in 2004, I had the opportunity to work in both the automotive and aerospace industries. I was responsible for financial analytics and project management during my time there. These experiences allowed me to develop a strong foundation in financial analysis and project coordination, skills that I have brought to my current role.

I hold several securities registrations through LPL Financial, enabling me to keep up with industry knowledge and provide the best possible support to our financial advisors, sales assistants, and other staff. My clients are internal, and I strive to assist them in any way I can.

Outside of work, I am a proud father to my son, who means everything to me. All I do is for him; his well-being is my top priority. I am an avid soccer fan and still enjoy playing the sport in my free time. I also enjoy surfing, snowboarding, and spending quality time with my family and friends.

Registrations held through LPL Financial: Series 7, 24 and 66