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Adam Granville

3 Years of Experience
BrokerSells Insurance

Adam Granville is a registered investment advisor, based in Jacksonville, FL, with 3 years of industry experience.

Location

1 Independent Drive, Suite 201, Jacksonville, FL, 32202

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Adam works as a financial consultant for Florida Financial Advisors and a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales for Florida Financial Insurance and manages Granville Financial, LLC for tax and administrative purposes, requiring minimal time.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
February 2023 - Present · 3 yrs 2 mos
Florida Financial Advisors, LLC
June 2022 - Present · 3 yrs 10 mos
State Registrations2 states
FLGA
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.
Adam Granville - Financial Advisor | TrueAdvisor