Unclaimed
Griffin Bealle is a financial advisor registered with Lincoln International LLC. Griffin has been in the financial services industry since 2013. Griffin has Series 63, 24, 82, 79, and SIE licenses and is registered in California, Illinois, New York and Texas. Prior to joining Lincoln International LLC, Griffin was with Spurrier Capital Partners LLC and Waterford Capital, 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.
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.
1
2
NY
05/13/2022 - Present
Lincoln International LLC (NEW YORK NY)
NY
01/22/2016 - 10/27/2022
SPURRIER CAPITAL PARTNERS LLC (New York NY)
NY
06/08/2012 - 12/01/2014
WATERFORD CAPITAL, INC. (NEW YORK NY)
BC
Issued 02/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2015
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 06/07/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Griffin Bealle is the right advisor for you? Invested Better is here to help.