Lawrence Grimes (CRD# 2165658) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 32 years of experience in the finance industry. Lawrence Grimes 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.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Glen Allen, VA | Nov 2017 - Current | 6 |
| The Main Street Group | Glen Allen, VA | Sep 2015 - Current | 8 |
| Lpl Financial LLC | Glen Ellen, VA | Jul 1996 - Nov 2017 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
- VA
-
Total Assets Under Management325MILLIONS
-
Total Number of Accounts1,797ACCOUNTS
-
Average Account Value$180,818
- 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
DC, FL, LA, MD, NC, OH, PA, TX, VA
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