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Gregory Emmett Grinnell

Northwest Financial Advisors LLC

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About Gregory Emmett Grinnell

Gregory Emmett Grinnell is a financial advisor at Northwest Financial Advisors LLC with more than 17 years of experience in the financial services industry. Gregory Grinnell has a wide range of experience in helping individuals and families reach their financial goals. He has a comprehensive understanding of investment strategies and financial planning, and he is committed to providing personalized advice to meet each client's unique needs. In addition to his work with Northwest Financial Advisors LLC, Gregory Grinnell is also a licensed insurance agent, selling life, medical, long term care, and short term health insurance. Gregory Grinnell is committed to providing his clients with the best possible service and helping them achieve their financial goals.

Firm Information

Gregory Grinnell is currently registered with Northwest Financial Advisors LLC. Northwest Financial Advisors LLC is a registered investment advisor headquartered in Herndon, VA. The firm has been serving clients since 2002 and currently manages over $1.6 billion in assets for a variety of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. The firm offers a range of investment advisory services, including financial planning, portfolio management, and pension consulting. Northwest Financial Advisors LLC is committed to providing personalized financial advice and helping its clients achieve their financial goals.
Northwest Financial Advisors LLC

200 SPRING STREET

HERNDON, VA 20170

$1.65B

Assets Under Management

340

Total Clients

25

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Grinnell’s Registration & Firm History

VA

08/20/2013 - Present

Northwest Financial Advisors LLC (LEESBURG VA)

VA

03/14/2006 - 02/15/2007

MML INVESTORS SERVICES, INC. (FAIRFAX VA)

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Licenses & Designations

BOTH

Issued 01/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Emmett Grinnell.
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