Timothy Grimes, financial advisor Westborough MA
96 score

Timothy Grimes

CRD Number: 1314207
Current Firm: Grimes & Company, Inc.

Timothy Grimes (CRD# 1314207) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 31 years of experience in the finance industry. Timothy Grimes 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.

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Professional Designations
Company Name Location Dates Years
Mid Atlantic Capital Corporation Westborough, MA Sep 2009 - Current 7
Grimes & Company, Inc. Westborough, MA Nov 1999 - Current 17
First Colony Life Hartford, CT Jun 1997 - Current 19
Federal Kemper Life Hartford, CT May 1987 - Current 29
Paul Revere Company Worcester, MA Jun 1981 - Current 35
Securities Services Network, Inc, Westborough, MA Feb 2000 - Sep 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Timothy J. Grimes
Phone Number: 508-366-3883
Firm Website: http://www.grimesco.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,780
    MILLIONS
  • Total Number of Accounts
    2,145
    ACCOUNTS
  • Average Account Value
    $829,768
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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, 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
96
Clean Record
This advisor has a clean track record with regulators.

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