John
Vandergriff
Blue Ridge Wealth Planners
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About this Advisor
John Vandergriff is a financial advisor based in Knoxville, Tennessee, with 7 years of industry experience. Vandergriff is an employee of Blue Ridge Wealth Planners. Throughout their career, Vandergriff has worked at Senior Financial Solutions, Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners and Global Financial Private Capital, LLC. Vandergriff holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Georgia, Tennessee and Texas. Blue Ridge Wealth Planners is a firm operating out of Knoxville, TN. The investment advisory business has a total of 22 financial advisors. It controls $149 million in total assets between its 1,718 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,718 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. Blue Ridge Wealth Planners performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees are based on which services are provided. However, fees billed by Blue Ridge Wealth Planners likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blue Ridge Wealth Planners Brokerage Details
$149,449,258
22
1,718
$86,990
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Vandergriff Work History
John has been registered as a financial advisor for 7 years.*
Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners
Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners
Global Financial Private Capital, LLC
Senior Financial Solutions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Vandergriff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Ridge Wealth Planners
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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