Tristan Grinsell (CRD# 6965098) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 4 years of experience in the finance industry.
CRD# 6880560
Raymond James Financial Services Advisors, Inc.
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6080268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richard W. Paul & Associates, LLC | Novi, MI | Oct 2021 - Current | 2 |
| Richard W. Paul & Associates, LLC | Novi, MI | Sep 2021 - Current | 2 |
| Michigan Financial Companies | Southfield, MI | Nov 2020 - Aug 2021 | < 1 |
| Royal Alliance | Southfield, MI | Nov 2020 - Aug 2021 | < 1 |
| Lpl Financial LLC | Farmington Hills, MI | Nov 2019 - Nov 2020 | 1 |
| Lpl Financial, LLC | Farmington Hills, MI | Aug 2019 - Nov 2020 | 1 |
| Financial Focus, Lpl | Farmington Hills, MI | Jun 2018 - Oct 2020 | 2 |
| Penny Lake Market | Walled Lake, MI | Aug 2015 - Apr 2018 | 2 |
| Full -time Student | Ypsilanti, MI | Jun 2009 - Apr 2018 | 8 |
| Hillers Market | Commerce Charter Twp, MI | Dec 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- MI
-
Total Assets Under Management293MILLIONS
-
Total Number of Accounts1,765ACCOUNTS
-
Average Account Value$165,781
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MI, TX
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