Edward Griffin, financial advisor Lehi UT

Edward Griffin

CRD Number: 2242054
Current Firm: B.o.s.s. Retirement Advisors, LLC

Edward Griffin (CRD# 2242054) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Boss Retirement Solutions, LLC Lehi, UT Mar 2016 - Current 8
Boss Retirement Advisors, LLC Lehi, UT Mar 2016 - Current 8
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Mar 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Oct 1998
Disclosure Information

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
Contact Info for Edward D. Griffin
Phone Number: 801-990-5055
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    764
    MILLIONS
  • Total Number of Accounts
    6,227
    ACCOUNTS
  • Average Account Value
    $122,687
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY

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