Tiffany Grammer-Newlin (CRD# 6258230) is an Investment Advisor Representative working at Good Life Advisors, LLC in Morehead City, NC and has over 10 years of experience in the finance industry.
CRD# 5235440
Capital Investment Advisory Services, LLC
CRD# 6190747
Commonwealth Financial Network
CRD# 6074285
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Morehead City, NC | Mar 2017 - Current | 7 |
| Good Life Advisors, LLC | Morehead City, NC | Mar 2017 - Current | 7 |
| Wells Fargo Clearing Services, LLC | Morehead City, NC | Nov 2016 - Mar 2017 | < 1 |
| Wells Fargo Bank Na | Morehead City, NC | Nov 2011 - Mar 2017 | 5 |
| Wells Fargo Advisors, LLC | Morehead City, NC | Oct 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- NC
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Total Assets Under Management2,896MILLIONS
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Total Number of Accounts16,544ACCOUNTS
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Average Account Value$175,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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