William Grigat is a CFP-designated registered investment advisor, based in Ormond Beach, FL, with 52 years of industry experience.
Location
1395 West Granada Blvd., Ormond Beach, FL, 32174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an advisory representative of a Registered Investment Advisor, spending about 10-20% of his time on investment-related activities. He is also an independent insurance agent for various companies since 1978, dedicating a few hours per week to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations31 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.