Grayson O. Garvin
Professional summary
Grayson Oneil Garvin, CFP®, who also goes by Grayson Garvin, is a registered financial advisor currently at ARROW ALLIANCE located in Franklin, Tennessee.
Grayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Grayson has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grayson Oneil Garvin's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2022 - Present
ARROW ALLIANCE
Office #1: 6700 Tower Circle Suite 360, Franklin, TN 37067August 24, 2018 - April 1, 2022
SAGESPRING WEALTH PARTNERS
July 17, 2018 - January 22, 2022
RAYMOND JAMES FINANCIAL 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
(3/7/2022)
(6/23/2023)
Exams
Current Firm
ARROW ALLIANCE
CRD#: 318519 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 91 |
| AUM (Assets Under Management) | $ 31,392,943 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 |
Red Flags
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