Thomas Grinnell (CRD# 4540693) is an Investment Advisor Representative working at Sherpa Financial Guides, Inc. in Crozet, VA and has over 21 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sherpa Financial Guides, Inc. | Afton, VA | Apr 2019 - Current | 5 |
| Ae Wealth Management, LLC | Topeka, KS | May 2019 - May 2021 | 2 |
| Unemployed | Charlottesville, VA | Dec 2018 - Apr 2019 | < 1 |
| Bb&t Securities, LLC | Charlottesville, VA | Jan 2018 - Dec 2018 | < 1 |
| Bb&t Investment Services, Inc. | Charlotte, NC | Mar 2004 - Jan 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management5MILLIONS
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Total Number of Accounts60ACCOUNTS
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Average Account Value$91,427
- 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
VA
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