Kermit Griner
Kermit Griner is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Columbus, GA, with 43 years of industry experience. Kermit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
5 Bradley Park Court, Suite 103, Columbus, GA, 31904
Get directionsHistory
Regulatory History (9)
Judgment / Lien
May 2022Customer Dispute
November 2021Financial
April 2021Judgment / Lien
April 2021Judgment / Lien
March 2020Judgment / Lien
September 2018Customer Dispute
February 2014Customer Dispute
February 2010Customer Dispute
February 2006Other Business ActivitiesSells Insurance
Kermit is appointed with various outside insurance carriers and operates under the DBA name of Griner-Isom Financial Strategies for selling New York Life products and brokering non-registered insurance products. He also serves as a board member/officer at St. Lukes Church.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.