Matthew Grabbe, financial advisor Princeton IN
93 score

Matthew Grabbe

CRD Number: 5294056
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Matthew Grabbe (CRD# 5294056) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Princeton, IN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Hilliard Lyons Princeton, IN Jan 2007 - Current 9
Walmart Evansville, IN Nov 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Matthew R. Grabbe
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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