Joshua Griep, financial advisor Santa Barbara CA
93 score

Joshua Griep

CRD Number: 5556816
Current Firm: Advice And Planning Services

Joshua Griep (CRD# 5556816) is an Investment Advisor Representative working at Advice And Planning Services in Santa Barbara, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Pasadena, CA Oct 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Pasadena, CA Oct 2014 - Current 2
Edward Jones Saint Louis, MO Jul 2009 - Oct 2014 5
Edward Jones St Louis, MO Jun 2008 - Jul 2009 1
University Of Wisconsin-madison Madison, WI Aug 2007 - May 2008 < 1
Abercrombie & Fitch Madison, WI May 2007 - Aug 2007 < 1
University Of Wisconsin-madison Madison, WI Aug 2006 - May 2007 < 1
Kestrel Ridge Golf Course Columbus, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Joshua R. Griep
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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

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