Grace Wigington (CRD# 7303229) is an Investment Advisor Representative working at Mariner Wealth in El Segundo, CA and has over 3 years of experience in the finance industry. Grace Wigington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Wealth Advisors | El Segundo, CA | Jun 2021 - Current | 3 |
Mariner Wealth Advisors | El Segundo, CA | Mar 2021 - Jun 2021 | < 1 |
Equitable Advisors, LLC | New York, NY | Nov 2020 - Feb 2021 | < 1 |
Starbucks | El Segundo, CA | Nov 2020 - Dec 2020 | < 1 |
Unemployed | Playa Del Rey, CA | Jun 2020 - Oct 2020 | < 1 |
Whole Foods Market | Capitola, CA | Apr 2020 - Jun 2020 | < 1 |
University Of Santa Cruz | Santa Cruz, CA | Sep 2016 - Jun 2020 | 3 |
Prana | Manhattan Beach, CA | Jun 2019 - Sep 2019 | < 1 |
Emily's Bakery | Santa Cruz, CA | Aug 2018 - Jun 2019 | < 1 |
Ymca | South Pasadena, CA | Jul 2016 - Jan 2018 | 1 |
Lyfe Kitchen | Playa Vista, CA | Nov 2015 - Nov 2017 | 2 |
Unemployed | El Segundo, CA | Jan 2000 - Oct 2015 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- CA
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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