Olivia Griffith, financial advisor Canton OH
92 score

Olivia Griffith

CRD Number: 5927972
Current Firm: Wells Fargo Advisors, LLC

Olivia Griffith (CRD# 5927972) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Canton, OH and has over 2 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.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Canton, OH Jul 2014 - Current 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
Contact Info for Olivia J. Griffith
Phone Number: 314-875-3000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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