Thomas Grier, financial advisor Dallas TX
93 score

Thomas Grier

CRD Number: 1263088
Current Firm: Wells Fargo Clearing Services, LLC

Thomas Grier (CRD# 1263088) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Dallas, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Addison, TX Nov 2016 - Current 1
Wells Fargo Advisors, LLC Addison, TX Dec 2013 - Nov 2016 2
Bbva Securities Inc. Dallas, TX May 2013 - Dec 2013 < 1
Bbva Wealth Solutions Inc. Dallas, TX Mar 2012 - May 2013 1
Bbva Compass Investment Solutions, Inc. Dallas, TX Sep 2010 - May 2013 2
Compass Bank Dallas, TX Sep 2010 - Mar 2012 1
Unemployed Midlothian, TX Dec 2009 - Sep 2010 < 1
Wilbanks Securities Inc. Oklahoma City, OK Dec 2002 - Dec 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Thomas D. Grier
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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