Gary Lawson Grigsby
Investment adviser representative at Allworth Financial, L.P.
5 yearsExperience
2 statesRegistered in
$33.6BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Allworth Financial, L.P.May 2021 to now
- Aw SecuritiesMay 2021 to now
- My Ria LawyerMar 2021 to Apr 2021
- UnemployedJan 2021 to Mar 2021
- Cetera Advisor Networks LLCNov 2017 to Jul 2020
- United Capital Financial Advisers, LLCDec 2016 to Dec 2020
- Girard SecuritiesDec 2016 to Nov 2017
- NoneApr 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3167632
- Firm CRD
- 111167