Steven Grimes
Steven Grimes is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Royal Oak, MI, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
306 S. Washington, Suite 401, Royal Oak, MI, 48067
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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
Steven is the owner and financial advisor for Navigators Financial LLC, a support company for his practice, dedicating minimal time. He also maintains a few fixed insurance policies directly with Principal Life Insurance, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Olde Discount CorporationBroker
Princor Financial Services CorporationBroker
State Registrations12 states
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