Brian Grigg (CRD# 2291150) is an Investment Advisor Representative working at Grigg Financial, LLC in Townson, MD and has over 30 years of experience in the finance industry. Brian Grigg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brian Thomas Grigg Dba Grigg Financial Solutions | Towson, MD | May 2016 - Current | 8 |
| Foundations Investment Advisors, LLC | Scottsdale, AZ | May 2016 - Current | 8 |
| Unemployed | Towson, MD | Oct 2015 - May 2016 | < 1 |
| Old Mutual Financial Network Securities | Atlanta, GA | Jan 2009 - Oct 2015 | 6 |
| Old Mutual Business Services | Alpharetta, GA | Mar 2006 - Oct 2015 | 9 |
| Old Mutual Financial Network | Atlanta, GA | Mar 2006 - Oct 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
- DE
- MD
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Total Assets Under Management44MILLIONS
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Total Number of Accounts232ACCOUNTS
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Average Account Value$188,364
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, MD
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