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Charles Morrison Grimley

J.J.B. HILLIARD, W.L. LYONS, LLC·LOUISVILLE, Kentucky
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500 WEST JEFFERSON STREET, LOUISVILLE, KY 40202CRD# 1121284Firm CRD# 453
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About

Charles Morrison Grimley is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with J.J.B. HILLIARD, W.L. LYONS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
J.J.B. HILLIARD, W.L. LYONS, LLC
J.J.B. HILLIARD, W.L. LYONS, LLC
AUM
$9.3B
Regulatory assets under management
Employees
1025
Total firm employees
View all advisors at J.J.B. HILLIARD, W.L. LYONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1121284
Firm CRD# 453
9 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Morrison Grimley offer?
Charles Morrison Grimley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Charles Morrison Grimley's credentials?
Charles Morrison Grimley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Morrison Grimley located?
Charles Morrison Grimley is based in LOUISVILLE, Kentucky, working with J.J.B. HILLIARD, W.L. LYONS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Charles Morrison Grimley charge for services?
Charles Morrison Grimley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.J.B. HILLIARD, W.L. LYONS, LLC?
J.J.B. HILLIARD, W.L. LYONS, LLC has approximately 1025 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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