Billy Grissom is a registered investment advisor, based in Alpharetta, GA, with 5 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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
Billy is an Investment Advisor Representative (IAR) and wealth manager with Merit Financial Group since 2020, dedicating full-time hours to serving clients. He also works as an independent insurance agent, providing insurance advice, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
State Registrations13 states
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