Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lino Grillo is a financial advisor with Cambridge Investment Research Advisors, Inc. in Carrollton, Georgia. John has been working in the financial industry since 1995. John has a wide range of experience in the industry, having worked as a financial advisor, independent insurance agent, and real estate owner. John is also a certified financial planner. John has been registered with Cambridge Investment Research Advisors, Inc. since 2008.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
05/01/2008 - Present
Cambridge Investment Research Advisors, Inc. (CARROLLTON GA)
GA
09/01/1995 - 05/07/2008
NYLIFE SECURITIES LLC (CARROLLTON GA)
IA
Issued 04/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Grillo is the right advisor for you? Invested Better is here to help.
