Grayson Kirby
Grayson Kirby is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glen Allen, VA, with 1 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
4510 Cox Rd, Ste 103, Glen Allen, VA, 23060
Get directionsHistory
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 →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Bogart Wealth, LLC
State Registrations1 state
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
More Advisors
- David Kaplan, CFPRaymond James Financial Services Advisors, INC
- Jason Koptish, CFPRaymond James Financial Services Advisors, INC
- Kenneth Moorefield, CFPRaymond James Financial Services Advisors, INC
- Eric Hyde, CFP, ChFCRaymond James Financial Services Advisors, INC
- Peyton Bodziak, CFPRaymond James Financial Services Advisors, INC
- Neil Powers, CFAVectors Asset Management