Casey Grigg (CRD# 4158889) is an Investment Advisor Representative working at Callidus Capital Partners LLC in La Canada Flintridge, CA and has over 23 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Callidus Capital Partners LLC | Sherman Oaks, CA | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- VA
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Total Assets Under Management28MILLIONS
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Total Number of Accounts57ACCOUNTS
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Average Account Value$482,456
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, VA
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