Billy Wess Mcgriff
Professional Summary
Billy Wess Mcgriff, who also goes by Bill W Mcgriff, Bill Wess Mcgriff, is a registered financial advisor currently at THE MCGRIFF ALLIANCE located in Pisgah, Alabama. Billy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Billy has worked at 5 firms and has passed the Series 63, Series 7, 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
Bill W Mcgriff, Bill Wess Mcgriff
Similar Advisors
J.P. MORGAN SECURITIES LLC
SEA FINANCIAL HAWAII
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
SEA FINANCIAL HAWAII
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.P. MORGAN SECURITIES LLC
SEA FINANCIAL HAWAII
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
SEA FINANCIAL HAWAII
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Years of Experience
36 years in the financial services industry
Current & Past Employments
Similar Advisors
J.P. MORGAN SECURITIES LLC
SEA FINANCIAL HAWAII
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
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
42,888,630Documents
Regulatory Assets Under Management
Total Number of Accounts
25AUM (Assets Under Management)
$14,212,279Similar Advisors
J.P. MORGAN SECURITIES LLC
SEA FINANCIAL HAWAII
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
SEA FINANCIAL HAWAII
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
State Registrations and Notice Filings
(2/17/2005)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1990About the Series 6 examSimilar Advisors
J.P. MORGAN SECURITIES LLC
SEA FINANCIAL HAWAII
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Billy Wess Mcgriff's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
SEA FINANCIAL HAWAII
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
