Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lawson Grigsby is a financial advisor with over 20 years of experience in the industry. Gary has been registered with the Securities and Exchange Commission (SEC) since 1999 and has held various roles at several financial institutions, including Edward Jones, Paine Webber, and Girard Securities. Gary currently works as a financial advisor at Allworth Financial, LP, where he provides financial planning, investment management, and portfolio management services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/20/2021 - Present
Allworth Financial, LP (Addison TX)
MN
03/19/2021 - 04/07/2021
GARDNER FINANCIAL SERVICES, INC. (ST. LOUIS PARK MN)
TX
07/01/2020 - 01/28/2021
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
11/01/2017 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
01/10/2017 - 11/01/2017
GIRARD SECURITIES, INC. (HOUSTON TX)
TX
12/10/2001 - 04/15/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
SC
08/04/2000 - 12/11/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
05/21/1999 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
02/19/1999 - 04/28/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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