Unclaimed
Wiley Grubbs is a registered investment advisor representative with Crews & Associates, Inc. in Little Rock, Arkansas. Wiley has been in the industry since July 30, 1983. Prior to joining Crews & Associates, Wiley held positions with several other firms, including American Municipal Securities, Inc., Calton & Associates, Inc., and First American Securities, Inc. Wiley has passed the Series 3, 7, 52, 63, and 65 exams and holds registrations in Arkansas, Alabama, Arizona, Florida, Georgia, Kansas, Louisiana, Missouri and Texas. Wiley's firm offers financial planning, portfolio management for individuals and businesses, and other advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
08/25/2006 - Present
Crews & Associates, Inc. (LITTLE ROCK AR)
FL
12/16/1997 - 06/28/2001
AMERICAN MUNICIPAL SECURITIES, INC. (ST. PETERSBURG FL)
FL
07/12/1993 - 11/24/1997
CALTON & ASSOCIATES, INC. (TAMPA FL)
NA
07/27/1990 - 06/25/1993
FIRST AMERICAN SECURITIES, INC.
FL
08/23/1989 - 07/25/1990
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
10/06/1988 - 08/01/1989
APPLE SECURITIES, INC.
NA
03/25/1988 - 10/04/1988
U.S. ASSOCIATES, INC.
NA
07/11/1986 - 12/31/1987
LANDMARK INVESTMENTS, INC.
NA
07/27/1987 - 09/11/1987
LANDMARK GOVERNMENT SECURITIES, INC.
NA
06/21/1985 - 06/17/1986
BOYKIN SPARKS & ASSOCIATES, INC.
NA
01/31/1985 - 06/24/1985
BRITTENUM & ASSOCIATES, INC.
NA
12/12/1984 - 01/22/1985
SWINK & COMPANY, INC.
NA
08/16/1984 - 10/26/1984
COLLINS & ASSOCIATES, INC.
NA
03/14/1984 - 07/06/1984
COLLINS & ASSOCIATES, INC.
NA
09/17/1982 - 01/17/1984
TOWNES & CO., INC.
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1979
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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