Paul Grippi (CRD# 4992217) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 14 years of experience in the finance industry. Paul Grippi 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# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Malvern, PA | Mar 2020 - Current | 4 |
| Assurance Iq | Bellevue, WA | Oct 2019 - Current | 4 |
| Sinclair Broadcasting | Wilkes-barre, PA | Jul 2018 - Feb 2020 | 1 |
| Unemployed | Dunmore, PA | May 2019 - Oct 2019 | < 1 |
| Swb Yankees | Moosic, PA | Apr 2013 - Oct 2019 | 6 |
| Janney Montgomery Scott LLC | Moosic, PA | Jun 2016 - Apr 2019 | 2 |
| Pnc Investments LLC | Wilkes-barre, PA | Oct 2015 - Jun 2016 | < 1 |
| Pnc Bank | Wilkes-barre, PA | Oct 2015 - Jun 2016 | < 1 |
| Bold Gold Media | Scranton, PA | Aug 2008 - Apr 2016 | 7 |
| Pnc Investments LLC | Pittsburgh, PA | Mar 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- PA
- TX
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Total Assets Under Management333,067MILLIONS
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Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
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