Mittie Grigsby, financial advisor Oakland CA
93 score

Mittie Grigsby

CRD Number: 4497691
Current Firm: Signator Investors, Inc.

Mittie Grigsby (CRD# 4497691) is an Investment Advisor Representative working at Signator Investors, Inc. in Oakland, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Oakland, CA May 2016 - Current < 1
Transamerica Financial Advisors, Inc. Oakland, CA Jan 2010 - Current 6
Grigsby Properties Oakland, CA Jul 2006 - Current 10
Andronico's Markets, Inc. Albany, CA Dec 2001 - Nov 2010 8
Woodbury Financial Services, Inc. Saint Paul, MN Jul 2008 - Dec 2009 1
World Group Securities, Inc. Duluth, GA Apr 2002 - Jun 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Mittie S. Grigsby
Phone Number: 800-543-6611
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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