David Grindle
David Grindle is a registered investment advisor at Wells Fargo Advisors, based in Phoenixville, PA, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Phoenixville, PA
Get directionsHistory
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
David owns 100% of Grindle Wealth Management, LLC and dedicates nearly full-time hours to it. He is also a financial advisor for Princeton Harriman Insurance Solutions, spending a few hours per week on insurance business.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Strong Capital Management INC
Strong Investments, INC.Broker
Liberty Funds Distributor, INC.Broker
Crabbe Huson Securities, INC.Broker
State Registrations52 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.