Janney Montgomery Scott LLC
About this Advisor
David Grice is a financial advisor operating in Hendersonville, North Carolina, who has been in the financial industry for 12 years. Grice works at Janney Montgomery Scott LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Janney Montgomery Scott LLC. Grice maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Janney Montgomery Scott LLC is a financial advisory firm that has its headquarters in Hendersonville, North Carolina. It has offices in 115 locations and a total of 2,093 people on staff. It has $50 billion in assets between its 149,817 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 931 charitable organizations. Of its 149,817 customer accounts, 27% are associated with high-net-worth individuals who have more than $1 million in investable assets. Janney Montgomery Scott LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Janney Montgomery Scott LLC can be comprised of some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Janney Montgomery Scott LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Grice Work History
David has 12 years of experience.
Janney Montgomery Scott LLC
Bank Of America,Na
Merrill Lynch, Pierce, Fenner & Smith Inc
David Grice has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Janney Montgomery Scott LLC
Palm Beach Gardens, FL
New York, NY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.