William Grimes, financial advisor Moline IL
93 score

William Grimes

CRD Number: 1031503
Current Firm: Quad City Investment Advisors

William Grimes (CRD# 1031503) is an Investment Advisor Representative working at Quad City Investment Advisors in Moline, IL and has over 10 years of experience in the finance industry.

Similar Advisors
Kurt Baldry, financial advisor Moline IL
Kurt R. Baldry
CRD# 1568930
Ausdal Financial Partners, Inc.
Score
96
Similar Advisors
Bhasker Baman, financial advisor Moline IL
Bhasker A. Baman
CRD# 2765120
Ausdal Financial Partners, Inc.
Score
96
Similar Advisors
Robert Blazejewski, financial advisor Moline IL
Robert J. Blazejewski
CRD# 2413786
Investment Advisors Corp
Score
96
Company Name Location Dates Years
Quad City Investment Advisors, LLC Moline, IL Jan 2006 - Current 10
Quad City Bank & Trust Moline, IL Apr 1999 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for William J. Grimes
Phone Number: 309-743-3580
Firm Website: http://www.qcbt.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $498,270
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

IA, IL

Ready to hire a financial advisor? Get competitive proposals from William Grimes and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.