Unclaimed
Griffin Sanford Watkins is an investment advisor representative registered with Dimensional Fund Advisors LP. Griffin is a Registered Representative, Investment Advisor Representative and has been in the industry since 2012. They have a current registration with the state of Texas and 49 other states. They have passed the Series 63, Series 7, Series 24 and SIE exams. Their current firm is Dimensional Fund Advisors LP. Griffin is a Chartered Financial Analyst. They are also a board member of the CFA Society of Austin.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/30/2013 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BC
Issued 03/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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