Robert Griswold, financial advisor Stafford TX
93 score

Robert Griswold

CRD Number: 1335742
Current Firm: 1st Global Advisors Inc.

Robert Griswold (CRD# 1335742) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Stafford, TX and has over 31 years of experience in the finance industry.

Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Stafford TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Score
106
Similar Advisors
Matthew Goff, financial advisor Stafford TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Score
105
Similar Advisors
Richard Lambert, financial advisor Stafford TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Score
102
Company Name Location Dates Years
Independent Contractor Stafford, TX Mar 2014 - Current 2
Cynthia E. Hoelscher, Cpa, Pllc Stafford, TX Oct 2010 - Current 6
1st Global Insurance Services, Inc. Stafford, TX Jun 2007 - Current 9
1st Global Advisors, Inc. Stafford, TX May 1994 - Current 22
1st Global Capital Corp. Stafford, TX Oct 1992 - Current 24
General Financial Services Stafford, TX Jul 1988 - Nov 2010 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Robert M. Griswold
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Griswold and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.