Verified
Grady William Boles is a financial advisor registered with LPL Financial LLC. Grady has been in the financial services industry since June 21, 1983. Grady holds several licenses and certifications including Series 7, Series 24, Series 63 and Series 65 licenses, as well as the Certified Financial Planner designation. Grady has been registered with LPL Financial LLC since November 29, 2017. Grady previously worked with AIG Financial Advisors, Inc., SunAmerica Securities, Inc., and Anchor National Financial Services, 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.
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.
Consulting and other non-discretionary advisory services
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
CO
04/07/2021 - Present
LPL Financial LLC (BOULDER CO)
CO
12/12/2008 - 11/29/2017
NATIONAL PLANNING CORPORATION (BOULDER CO)
CO
10/31/2005 - 12/15/2008
AIG FINANCIAL ADVISORS, INC. (BOULDER CO)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
06/22/1983 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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