Grayson Lawrence Downs
Investment adviser representative at 49 Financial
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- 49 FinancialJun 2024 to now
- Sewell Automotive Companies - Cadillac of GrapevineMay 2022 to Aug 2022
- Texas A&m UniversityAug 2020 to May 2024
- WhoazoneApr 2020 to Aug 2021
- Flower Mound Community Activity CenterJun 2019 to Apr 2020
- Bahama BucksApr 2018 to Aug 2019
- Unemployed MinorJan 2014 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7974000
- Firm CRD
- 319484