Wingate Grim (CRD# 7864979) is an Investment Advisor Representative working at Four Points Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jd Group Holdings, LLC | Wayne, PA | Aug 2023 - Current | < 1 |
| The Philadelphia Trust Company | Philadelphia, PA | Mar 2021 - Jul 2023 | 2 |
| Unemployed | Philadelphia, PA | May 2020 - Mar 2021 | < 1 |
| The Philadelphia Trust Company | Philadelphia, PA | Jun 2018 - May 2020 | 1 |
| The Pennsylvania State University | State College, PA | Jul 2014 - May 2018 | 3 |
| Delaware County Christian High School | Newtown Square, PA | Aug 2010 - Jun 2014 | 3 |
- PA
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts122ACCOUNTS
-
Average Account Value$250,542
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, NY, PA, TX
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