Willie GriffinCRD Number: 3005010
Current Firm: Advised Assets Group, LLC
Willie Griffin (CRD# 3005010) is an Investment Advisor Representative working at Advised Assets Group, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.
Eudaimonia Partners, LLC
|Empower Retirement||Charlotte, NC||Apr 2019 - Current||2|
|Unemployed||Charlotte, NC||Jun 2017 - Apr 2019||1|
|Nuveen Investments||Chicago, IL||Mar 2016 - Jun 2017||1|
|Tiaa||Charlotte, NC||May 2014 - Mar 2016||1|
|Teachers Personal Investors Services, Inc.||Charlotte, NC||May 2014 - Mar 2016||1|
|Wells Fargo Advisors||Charlotte, NC||Aug 2013 - Apr 2014||< 1|
|Hewitt Financial Services LLC||Charlotte, NC||Mar 2013 - Aug 2013||< 1|
|Aon Hewitt||Charlotte, NC||Dec 2012 - Aug 2013||< 1|
|Unemployed||Dover, DE||May 2011 - Dec 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2006|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management62,274MILLIONS
Total Number of Accounts61,221ACCOUNTS
Average Account Value$1,017,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, WY
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