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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barry Grindle is a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has been working in the financial services industry since 1997. David is registered to provide investment advice in Pennsylvania and Texas. David works out of the Collegeville office of Wells Fargo Advisors Financial Network, LLC. David is also registered as an Investment Advisor Representative with the firm in Texas. David has held previous positions with Strong Investments, Inc., Liberty Funds Distributor, Inc. and Crabbe Huson Securities, Inc. David is a licensed principal and has passed the Series 24, Series 63, Series 7, Series 6 and SIE exams. David holds a Series 65 license as well. In addition to working with Wells Fargo Advisors Financial Network, LLC, David also owns and operates Grindle Wealth Management, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/16/2021 - Present
Wells Fargo Advisors Financial Network, LLC (COLLEGEVILLE PA)
DE
04/11/2005 - 01/28/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (WILMINGTON DE)
WI
04/19/2000 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
MA
10/17/1998 - 03/10/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
OR
11/29/1995 - 10/17/1998
CRABBE HUSON SECURITIES, INC. (PORTLAND OR)
IA
Issued 01/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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