Grayson Joyner, financial advisor Richmond VA
93 score

Grayson Joyner

CRD Number: 5951673
Current Firm: Wealthcare Advisory Partners LLC

Grayson Joyner (CRD# 5951673) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Richmond, VA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthcare Advisory Partners LLC Charlotte, NC Jul 2017 - Current < 1
Lpl Financial LLC Charlotte, NC Jul 2017 - Current < 1
Bank Of America, N.a. Charlotte, NC Feb 2012 - Jul 2017 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte, NC Jun 2011 - Jul 2017 6
Play-by-play Sports Proporites LLC Raleigh, NC Sep 2010 - Jun 2011 < 1
North Carolina State University Raleigh, NC Aug 2009 - Sep 2010 1
Charlotte Bobcats Sports And Entertainment Charlotte, NC May 2009 - Aug 2009 < 1
North Carolina State University Raleigh, NC Sep 2008 - May 2009 < 1
Charlotte Bobcats Sports And Entertainment Charlotte, NC May 2008 - Aug 2008 < 1
North Carolina State University Raleigh, NC Jun 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Grayson Joyner
Phone Number: 804.644.4711
Firm Website: http://www.securepg.net/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    588
    MILLIONS
  • Total Number of Accounts
    2,452
    ACCOUNTS
  • Average Account Value
    $239,826
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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