Patrick Griggs
Patrick Griggs is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Grand Junction, CO, with 30 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2135 N 7th Street, Grand Junction, CO, 81501
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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
Patrick sells fixed insurance products with various companies since 1996, dedicating a few hours per week. He also owns and manages residential real estate properties since 2021, taking about a quarter of his time, and works as an investment advisor representative for Investment Planning Solutions since 2013, also taking about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations14 states
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