Brian Grigg
Investment adviser representative at LPL Financial LLC
20 yearsExperience
2 statesRegistered in
PFSDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCDec 2023 to now
- Grigg Financial GroupNov 2016 to now
- Tax Wealth & Operations IncNov 2016 to now
- Brian Grigg AffiliateJan 2013 to now
- Brian Grigg InsuranceNov 2011 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesOct 2022 to Dec 2023
- Hughes Ferguson Grigg, LLPJan 2020 to Nov 2023
- Worldpay Us, IncJul 2012 to Jan 2023
- Avantax Advisory ServicesNov 2009 to Dec 2023
- Avantax Investment Services, Inc.May 2009 to Dec 2023
- Brian Grigg, CpaJan 2006 to Dec 2023
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5663588
- Firm CRD
- 6413