Joel Conrad Mcgriff
Professional Summary
Joel Conrad Mcgriff is a registered financial advisor currently at THE MCGRIFF ALLIANCE located in Birmingham, Alabama. Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Joel has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
THE MCGRIFF ALLIANCE | THE MCGRIFF BURRUS ALLIANCE | THE MCGRIFF ALLIANCE, INC.
Contact Information
Main Address
2201 Providence Park Suite 100, Birmingham, AL 35242Phone Number
(205) 991-4448# of Employees
0Documents
Regulatory Assets Under Management
Total Number of Accounts
22AUM (Assets Under Management)
$21,244,084Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/24/2005)
(3/2/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Dec 1984About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1983About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Joel Conrad Mcgriff's CRS (Customer Relationship Summary).
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