Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dennis Griffin is an investment advisor representative with B.o.s.s. Retirement Advisors, LLC, located in Lehi, Utah. Edward has been in the financial services industry for over 20 years and has experience with several firms, including Cetera Advisor Networks LLC, PlanMember Securities Corporation, LPL Financial Corporation, Edward Jones, McDonald Investments Inc., Key Investments Inc., Zions Investment Securities, Inc., American Investment Services, Inc., Financial Advantage Brokerage Services, Inc., WMA Securities, Inc. and Intersecurities, Inc..
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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2
UT
03/22/2016 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
UT
11/04/2011 - 04/05/2016
CETERA ADVISOR NETWORKS LLC (DRAPER UT)
UT
04/10/2008 - 11/09/2011
PLANMEMBER SECURITIES CORPORATION (MURRAY UT)
UT
09/17/2001 - 04/21/2008
LPL FINANCIAL CORPORATION (MIDVALE UT)
MO
03/07/2000 - 08/10/2001
EDWARD JONES (ST. LOUIS MO)
OH
05/14/1999 - 03/06/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
12/15/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
UT
06/12/1997 - 01/26/1998
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
OK
05/17/1997 - 07/24/1997
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
CO
03/18/1996 - 05/17/1997
FINANCIAL ADVANTAGE BROKERAGE SERVICES, INC (GREENWOOD VILLAGE CO)
GA
06/06/1994 - 03/05/1996
WMA SECURITIES, INC. (DULUTH GA)
FL
06/06/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 10/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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