Mittie GrigsbyCRD 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 15 years of experience in the finance industry.
Blossom Wealth Management, LLC
Fairway Asset Management, Inc.
Prosperity Financial Group, Inc.
|Signator Investors, Inc.||Oakland, CA||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Oakland, CA||Jan 2010 - Current||7|
|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|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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