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).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $173,333
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at M. Grier Investment Counsel, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Marcia A. Grier
CRD#: 1410017
626 Hancock St., New Bern, NC 28560
96
Wealthminder
score

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.

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