Grayson Harris Griffin
Investment adviser representative at Waterloo Capital
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Waterloo CapitalNov 2023 to now
- Lighthouse Financial- R. Lance BellineDec 2022 to now
- Equitable Advisors, LLCDec 2022 to Nov 2023
- Lighthouse FinancialMay 2022 to Dec 2022
- UnemployedAug 2021 to May 2022
- Lighthouse FinancialMay 2021 to Aug 2021
- UnemployedDec 2019 to May 2021
- J-towns GrillApr 2019 to Dec 2019
- UnemployedSep 2018 to Apr 2019
- Monticello City PoolApr 2018 to Sep 2018
- Monticello Country ClubMay 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AR).
Waterloo Capital
Legal name: Waterloo Capital, L.P.
$2.3BAssets managed
2,797Clients
47Advisers
21 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
- 7389205
- Firm CRD
- 133705