M. Grier Investment Counsel, Inc.
M. Grier Investment Counsel, Inc. (CRD# 118570) is a financial advisory firm headquartered in New Bern, NC. They manage $13,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$173,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Marcia Grier (CRD# 1410017) is an Investment Advisor Representative working at M. Grier Investment Counsel, Inc. in New Bern, NC and has over 31 years of experience in the finance industry. Marcia Grier 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.