Sophia Bliablias-Grandy
CRD Number: 4353942Current Firm: Raymond James Financial Services Advisors, Inc.
Sophia Bliablias-Grandy (CRD# 4353942) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 23 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
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Securities America Advisors, Inc.
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Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Project Discovery LLC | Lake Oswego, OR | Oct 2017 - Current | 6 |
Project Discovery LLC | Lake Oswego, OR | Oct 2017 - Current | 6 |
Raymond James Financial Services Advisors Inc. | Lke Oswego, OR | Jun 2016 - Current | 7 |
S Grandy Investments/dba | Lake Oswego, OR | Jun 2016 - Current | 7 |
Raymond James Financial Services, Inc. | Lake Oswego, OR | May 2016 - Current | 8 |
Kruse Woods Financial Partners | Lake Oswego, OR | May 2016 - Current | 8 |
Forestors Financial | Westbury, NY | Feb 2001 - May 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2001 |
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- OR
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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