Billy W. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Billy Wess Mcgriff's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2005 - Present
THE MCGRIFF ALLIANCE
Office #1: 111-d Thornton Street Gorham's Bluff, Pisgah, AL 35765February 14, 2005 - February 14, 2005
THE MCGRIFF ALLIANCE
January 5, 1994 - December 13, 1996
KEOGLER, MORGAN & COMPANY, INC.
November 15, 1993 - January 18, 1994
JOHN HANCOCK DISTRIBUTORS LLC
November 27, 1990 - October 27, 1993
SECURIAN FINANCIAL SERVICES, INC.
April 4, 1990 - December 14, 1990
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/17/2005)
Exams
Current Firm
THE MCGRIFF ALLIANCE
CRD#: 131477 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 18,369,564 |
Red Flags
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