Unclaimed
John Robert Grigsby is an investment advisor representative at First Command Advisory Services. John has been in the securities industry since October 18, 1983. John is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. John is registered in twelve states: Hawaii, Indiana, Iowa, Mississippi, Missouri, New Mexico, Oklahoma, Oregon, Texas, Utah, Virginia, and Washington. John's firm is a registered investment advisor and provides financial planning and portfolio management services to individual and corporate clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/15/2015 - Present
First Command Advisory Services (Universal City TX)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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