Virginia Griffith (CRD# 4929681) is an Investment Advisor Representative working at Esi Financial Advisors in Jasper, GA and has over 5 years of experience in the finance industry. Virginia Griffith 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# 1742325
Edward Jones
CRD# 2793547
Lpl Financial LLC
CRD# 4242013
Optivise Advisory Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services, Inc. | Montpelier, VT | Apr 2022 - Current | 2 |
| Apogee Financial Partners | Atlanta, GA | Mar 2022 - Current | 2 |
| The Prudential Insurance Company Of America | Atlanta, GA | Dec 2018 - Mar 2022 | 3 |
| Pruco Securities LLC | Atlanta, GA | Sep 2018 - Mar 2022 | 3 |
| Independent Contractor For Synovus Bank | Atlanta, GA | Jan 2013 - Sep 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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