Paul Grover, financial advisor Texas City TX

Paul Grover

CRD Number: 2338518
Current Firm: Osaic Institutions, Inc.

Paul Grover (CRD# 2338518) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Texas City, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Institutions, Inc. Meriden, CT Feb 2024 - Current < 1
Texas First Bank Galveston, TX Feb 2024 - Current < 1
Swbc Investment Services LLC Houston, TX Jan 2007 - Feb 2024 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S65 NASAA Investment Advisors Law Examination Jul 1993
Disclosure Information

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
Contact Info for Paul G. Grover
Phone Number: 203-599-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,627
    MILLIONS
  • Total Number of Accounts
    8,478
    ACCOUNTS
  • Average Account Value
    $427,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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