Unclaimed
John Randall Grayson is a financial advisor in Huntsville, AL, with 28 years of experience in the securities industry. He is currently registered with LPL Financial LLC, and has been with them since June 2009. Previously, John Grayson was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. John Grayson holds a Series 63, Series 65, Series 7 and Series 24 license. John Grayson has 10 approved state registrations and 1 approved IA state registration. He provides advisory services to individual and business clients. John Grayson is a member of the financial planning and advisory team at LPL Financial LLC.
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
AL
07/01/2009 - Present
LPL Financial LLC (HUNTSVILLE AL)
AL
09/12/1996 - 06/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTSVILLE AL)
NJ
01/12/1989 - 08/28/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/12/1989 - 08/28/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Grayson is the right advisor for you? Invested Better is here to help.