Billy McGriff, financial advisor Pisgah AL

Billy McGriff

CRD Number: 2036431
Current Firm: The Mcgriff Alliance

Billy McGriff (CRD# 2036431) is an Investment Advisor Representative working at The Mcgriff Alliance in Pisgah, AL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Manufactures Life Ins. Company Birmingham, AL Oct 1993 - Current 30
Sage Ventures, Inc. Albertville, AL Sep 1978 - Current 45
Mcgriff Dowdy & Associates, P.c. Albertville, AL Jan 1975 - Current 49
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
Contact Info for Billy W. McGriff
Phone Number: 205-991-4448
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,224,638
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, GA

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