Tiffany Grammer-Newlin, financial advisor Morehead City NC

Tiffany Grammer-Newlin

CRD Number: 6258230
Current Firm: Good Life Advisors, LLC

Tiffany Grammer-Newlin (CRD# 6258230) is an Investment Advisor Representative working at Good Life Advisors, LLC in Morehead City, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Morehead City, NC Mar 2017 - Current 4
Good Life Advisors, LLC Morehead City, NC Mar 2017 - Current 4
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
Contact Info for Tiffany N. Grammer-Newlin
Phone Number: 610-898-6927
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,854
    MILLIONS
  • Total Number of Accounts
    11,133
    ACCOUNTS
  • Average Account Value
    $166,546
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, WA, WI, WV

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