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Brian Paul Griffith

Fisher Retirement Solutions LLC

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About Brian Paul Griffith

Brian Griffith is a financial advisor who has been in the industry for over 15 years. Brian is currently registered with Fisher Retirement Solutions LLC, where Brian specializes in pension consulting and portfolio management for businesses. Brian has also worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Cambridge Investment Research, Inc.. Brian holds Series 6, 7, 31, 63, and 65 securities licenses. Brian is also a partner in a hair extension business.

Firm Information

Brian Griffith is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

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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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.

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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Brian Griffith’s Registration & Firm History

WA

07/11/2024 - Present

Fisher Retirement Solutions LLC (CAMAS WA)

UT

06/01/2009 - 05/10/2011

MORGAN STANLEY SMITH BARNEY (SOUTH JORDAN UT)

UT

07/17/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)

UT

12/18/2006 - 06/10/2008

CAMBRIDGE INVESTMENT RESEARCH, INC. (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 12/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 07/16/2008

Series 7 - General Securities Representative Examination

BC

Issued 12/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Paul Griffith.
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