Daniel GrimshawCRD Number: 1449050
Current Firm: Lincoln Investment
Daniel Grimshaw (CRD# 1449050) is an Investment Advisor Representative working at Lincoln Investment in University Place, WA and has over 32 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Investor Resources Inc.
Nr Smith & Associates, P.s.
|Lincoln Investment Planning||University Place, WA||Jan 2009 - Current||9|
|Shelgren Financial Group||University Place, WA||Apr 1991 - Current||26|
|Great American Advisors, Inc.||Cincinnati, OH||Feb 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV