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Floyd W. Griffin

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CRD#: 1448763
FG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Floyd William Griffin JR, who also goes by Bill Griffin Jr, Bill Griffin, was a registered financial professional .

Floyd is a previously registered financial professional and started their career in finance in 1986. Floyd had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Griffin Jr | Bill Griffin

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 31, 1999 - September 29, 2014

WEALTH ADVISORS GROUP

RIA
CRD#: 122050
FORT WAYNE, IN
Past

October 19, 1994 - December 18, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT WAYNE, IN
Past

May 21, 1993 - December 31, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT WAYNE, IN
Past

September 30, 1991 - May 26, 1993

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

January 8, 1986 - September 11, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTH ADVISORS GROUP
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP

CRD#: 122050 / SEC#: 801-69787

RIA
Registered Investment Advisory firm - (1/2/2009 Approved)
Indiana
Registered Investment Advisory firm - (2/12/2009 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/23/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WA
WEALTH ADVISORS GROUP
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP

CRD#: 122050 / SEC#: 801-69787

RIA
Registered Investment Advisory firm - (1/2/2009 Approved)
Indiana
Registered Investment Advisory firm - (2/12/2009 Terminated)
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Contact information


Main Address
12726 Coldwater Road, Fort Wayne, IN 46845
Mailing Address
Phone number
(260) 619-3100
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WAG FORM ADV PART 2A (3/20/2025)

Regulatory assets under management


Total Number of Accounts2,848
AUM (Assets Under Management)$ 1,127,499,798

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WEALTH ADVISORS GROUP

CRD#: 122050

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