Joel McGriffCRD Number: 1189473
Current Firm: The Mcgriff Alliance
Joel McGriff (CRD# 1189473) is an Investment Advisor Representative working at The Mcgriff Alliance in Birmingham, AL and has over 39 years of experience in the finance industry.
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Crown Capital Securities, LP||Orange, CA||Aug 2010 - Current||12|
|The Mcgriff Alliance Ria||Birmingham, AL||Dec 1994 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management14MILLIONS
Total Number of Accounts20ACCOUNTS
Average Account Value$697,323
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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