JG
JG
Jerry Grimes is a registered investment advisor, based in Lexington, NC, with 24 years of industry experience.
Location
103 E. Center Street, Lexington, NC, 27292
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Regulatory History (1)
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Customer Dispute
April 2007Denied
Other Business ActivitiesSells Insurance
Jerry is an independent insurance agent for various companies through Grimes Financial Services, Inc., and an advisory representative of a RIA (CIRA), dedicating about a quarter of his time to this. He also holds positions in several real estate and non-profit entities, requiring minimal time commitments.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2014 - Present · 12 yrs 1 mo
Cambridge Investment Research, INC.Broker
June 2014 - Present · 12 yrs 1 mo
Cambridge Investment Research, INC.
June 2014 - Present · 12 yrs 1 mo
Previous Registrations
Ic Advisory Services, INC.
June 2010 - June 2014 · 4 yrs
The Investment Center, INC.Broker
June 2010 - June 2014 · 4 yrs
Next Financial Group, INC.
February 2006 - June 2010 · 4 yrs 4 mos
Next Financial Group, INC.Broker
January 2006 - June 2010 · 4 yrs 5 mos
Summit Financial Group INC
February 2004 - February 2006 · 2 yrs
Summit Brokerage Services, INC.Broker
January 2002 - February 2006 · 4 yrs 1 mo
State Registrations15 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.