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Gregory Emmett Grinnell

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
2,583 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
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Location

525 Trimble Plaza, Leesburg, VA, 20175

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gregory is an insurance agent selling various insurance products, including life, medical, disability, and long-term care insurance, dedicating about 10-20% of his time to these activities. He also provides investment advisory services through Northwest Financial Advisors LLC, spending nearly full-time on this activity.

Employment History
Current Registrations
Northwest Financial Advisors LLC
August 2013 - Present · 12 yrs 6 mos
Northwest Financial Group LLCBroker
March 2008 - Present · 17 yrs 11 mos
LPL Financial LLCBroker
February 2007 - Present · 19 yrs
Previous Registrations
Northwest Financial LLC
October 2008 - August 2013 · 4 yrs 10 mos
LPL Financial LLC
February 2007 - August 2013 · 6 yrs 6 mos
MML Investors Services, INC.Broker
March 2006 - February 2007 · 11 mos
State Registrations33 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.