Tristan Grinsell, financial advisor Novi MI

Tristan Grinsell

CRD Number: 6965098
Current Firm: Richard W. Paul & Associates, LLC

Tristan Grinsell (CRD# 6965098) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Richard W. Paul & Associates, LLC Novi, MI Oct 2021 - Current 2
Richard W. Paul & Associates, LLC Novi, MI Sep 2021 - Current 2
Michigan Financial Companies Southfield, MI Nov 2020 - Aug 2021 < 1
Royal Alliance Southfield, MI Nov 2020 - Aug 2021 < 1
Lpl Financial LLC Farmington Hills, MI Nov 2019 - Nov 2020 1
Lpl Financial, LLC Farmington Hills, MI Aug 2019 - Nov 2020 1
Financial Focus, Lpl Farmington Hills, MI Jun 2018 - Oct 2020 2
Penny Lake Market Walled Lake, MI Aug 2015 - Apr 2018 2
Full -time Student Ypsilanti, MI Jun 2009 - Apr 2018 8
Hillers Market Commerce Charter Twp, MI Dec 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Tristan F. Grinsell
Phone Number: 248-305-9911
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    293
    MILLIONS
  • Total Number of Accounts
    1,765
    ACCOUNTS
  • Average Account Value
    $165,781
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)
Types of Clients
Registered States

FL, MI, TX

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