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Brandon Heath Grubbs

Financial Management, Inc.

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About Brandon Heath Grubbs

Brandon Grubbs is an investment advisor representative with Financial Management, Inc.. Brandon has been in the industry since 1998 and has a Series 7, Series 63, and Series 65 licenses. Brandon is registered to provide investment advisory services in Alabama, Arkansas, Indiana, Louisiana and South Carolina. Brandon is experienced in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Brandon Grubbs is currently registered with Financial Management, Inc.. Financial Management, Inc. is an investment advisor registered with the SEC located in LITTLE ROCK, AR. The firm provides portfolio management for individuals and businesses, as well as financial planning and pension consulting services. They serve a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has approximately $118 million in regulatory assets under management.
Financial Management, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$118.06M

Assets Under Management

2

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Grubbs’s Registration & Firm History

AR

05/03/2012 - Present

Financial Management, Inc. (LITTLE ROCK AR)

AR

12/19/2002 - 02/06/2003

HFG INVESTMENT GROUP, LLC (LITTLE ROCK AR)

CO

02/02/1998 - 12/31/2002

THE LEADERS GROUP, INC. (LITTLETON CO)

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Licenses & Designations

IA

Issued 11/20/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Heath Grubbs.
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