Olivia GriffithCRD Number: 5927972
Current Firm: Wells Fargo Clearing Services, LLC
Olivia Griffith (CRD# 5927972) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Canton, OH and has over 3 years of experience in the finance industry. Olivia Griffith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James & Associates, Inc.
Fsc Securities Corporation
Lpl Financial LLC
|Wells Fargo Clearing Services, LLC||Canton, OH||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Canton, OH||Jul 2014 - Nov 2016||2|
|Valmark Securities, Inc.||Akron, OH||Apr 2013 - Jul 2014||1|
|Sequoia Financial Group, LLC||Akron, OH||May 2012 - Jun 2014||2|
|Valmark Securities, Inc.||Arkon, OH||May 2011 - Apr 2013||1|
|University Of Akron||Akron, OH||Aug 2008 - May 2012||3|
|Sequoia Financial Group, LLC||Akron, OH||May 2011 - Apr 2012||< 1|
|University Of Akron||Akron, OH||Sep 2008 - Apr 2012||3|
|Glenmoore Country Club||Canton, OH||Apr 2010 - Aug 2011||1|
|Coastal Pet Products||Alliance, OH||May 2009 - Aug 2009||< 1|
|Coastal Pet Products||Alliance, OH||May 2008 - Aug 2008||< 1|
|West Branch High School||Beloit, OH||Sep 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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