Farrell Griswold, financial advisor Bend OR

Farrell Griswold

CRD Number: 5800564
Current Firm: Aspire Wealth Advisors, LLC

Farrell Griswold (CRD# 5800564) is an Investment Advisor Representative working at Aspire Wealth Advisors, LLC in Bend, OR and has over 13 years of experience in the finance industry.

Similar Advisors
Scott Agnew, financial advisor Bend OR
Scott K. Agnew
CRD# 2405340
Ascent Capital
Similar Advisors
Richard Ambrose, financial advisor Bend OR
Richard N. Ambrose
CRD# 6255154
Axia Wealth Management Inc.
Similar Advisors
John Aspell, financial advisor Bend OR
John G. Aspell
CRD# 4771734
Raymond James & Associates, Inc.
Company Name Location Dates Years
Aspire Wealth Advisors,llc Bend, OR Jun 2017 - Current 6
Wells Fargo Clearing Services, LLC Bend, OR Nov 2016 - Jun 2017 < 1
Wells Fargo Advisors LLC Bend, OR Jun 2010 - Nov 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Farrell J. Griswold
Phone Number: 541 678-2016
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $210,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, OR

Ready to hire a financial advisor? Get competitive proposals from Farrell Griswold and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.