Amy Grissom, financial advisor Owensboro KY

Amy Grissom

CRD Number: 7800768
Current Firm: Fifth Third Securities, Inc.

Amy Grissom (CRD# 7800768) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Owensboro, KY and has 1 year of experience in the finance industry.

Similar Advisors
Elizabeth Alles, financial advisor Owensboro KY
Elizabeth A. Alles
CRD# 6766180
Ameriprise Financial Services, LLC
Similar Advisors
Adam Applegate, financial advisor Owensboro KY
Adam Applegate
CRD# 4936894
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
James Back, financial advisor Owensboro KY
James B. Back
CRD# 5083928
Wells Fargo Advisors
Company Name Location Dates Years
Fifth Third Securities Owensboro, KY Aug 2023 - Current < 1
Fifth Third Bank Henderson, KY Dec 2017 - Aug 2023 5
Bostons Newburgh, IN Sep 2017 - Dec 2017 < 1
Unemployed Newburgh, IN Jul 2017 - Sep 2017 < 1
Applebees Ann Arbor, MI Sep 2011 - Jul 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2024
Contact Info for Amy M. Grissom
Phone Number: 888-889-1025
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    7,983
    MILLIONS
  • Total Number of Accounts
    40,143
    ACCOUNTS
  • Average Account Value
    $198,861
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.