Mary Grigsby
Mary Grigsby is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midland, TX, with 6 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
2020 W Cuthbert Ave, Midland, TX, 79701
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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.
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Mary serves on the endowment board for Bynum School, overseeing investment-related matters for the school which specializes in teaching individuals with special needs. This activity requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Frost Brokerage Services, INC.Broker
Frost Investment Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
Janus Henderson DistributorsBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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