Greyson Hunter Finch
Investment adviser representative at Advice and Planning Services
10 yearsExperience
3 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Greyson Hunter Finch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2026 to now
- TIAAJun 2026 to now
- Fisher InvestmentsJul 2024 to May 2026
- J.P. Morgan Securities LLCAug 2022 to Jul 2024
- Harvest Seasonal KitchenJul 2022 to Aug 2022
- Equitable Advisors LLCApr 2022 to Jun 2022
- Equitable Financial Life Insurance Co.Apr 2022 to Jun 2022
- UnemployedNov 2021 to Mar 2022
- Mojo's Pints and PiesJun 2021 to Oct 2021
- Shogun Japenese SteakhouseDec 2020 to Aug 2021
- UnemployedSep 2020 to Nov 2020
- Outback SteakhouseMay 2020 to Aug 2020
- Raising Canes ChickenOct 2019 to Jul 2020
- UnemployedJan 2019 to Sep 2019
- Cabela'sDec 2017 to Dec 2018
- UnemployedOct 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (AL, TX, VT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 7517323
- Firm CRD
- 20472