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Tom Oneal French

Grimes & Company, Inc.

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About Tom Oneal French

Tom O'Neal French is an investment advisor representative with Grimes & Company, Inc., located in Westborough, MA. Tom has been in the financial services industry since 2004. Tom has Series 66, Series 7 and SIE securities licenses. Tom is registered in Texas and has experience with individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations and state or municipal government entities. Grimes & Company, Inc. provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals services.

Firm Information

Tom French is currently registered with Grimes & Company, Inc.. Grimes & Company, Inc. is a Registered Investment Advisor (RIA) based in Westborough, MA. With over 30 investment advisor representatives, the firm offers a wide range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Grimes & Company manages over $4.85 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Grimes & Company, Inc.

110 TURNPIKE RD

WESTBOROUGH, MA 01581

$4.85B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tom French’s Registration & Firm History

MA

03/13/2024 - Present

Grimes & Company, Inc. (WESTBOROUGH MA)

TX

01/19/2007 - 06/12/2017

TD AMERITRADE, INC. (FORT WORTH TX)

TX

04/15/2004 - 05/26/2006

A. G. EDWARDS & SONS, INC. (FLOWER MOUND TX)

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Licenses & Designations

BOTH

Issued 04/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tom Oneal French.
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