Karen Grindlay (CRD# 3013041) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 26 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Seymour, IN | Sep 2009 - Current | 14 |
| Charter Advisory Corporation | Seymour, IN | Mar 1998 - Current | 26 |
| Terry B Grindlay, Pc Cpas | Seymour, IN | Oct 1994 - Current | 29 |
| Karen P Grindlay | Seymour, IN | Apr 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
- IN
-
Total Assets Under Management319MILLIONS
-
Total Number of Accounts954ACCOUNTS
-
Average Account Value$334,608
- 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
- Selection of other advisers (including private fund managers)
CO, FL, IN, KY, LA, MI, MO, NC, NE, OH, TX
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