Frank Grinnell (CRD# 4246539) is an Investment Advisor Representative working at Grinnell Capital, LLC in Park City, UT and has over 23 years of experience in the finance industry.
CRD# 6291844
The Caprock Group, LLC
CRD# 4482805
Diversify Advisory Services, LLC
CRD# 5620871
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grinnell Capital, LLC | Park City, UT | Mar 2023 - Current | 1 |
| Grinnell Capital, LLC | Park City, UT | Oct 2022 - Current | 1 |
| D & F Real Estate Partners LLC | Park City, UT | Dec 2021 - Current | 2 |
| Grinnell Capital, Llc Fka D & F Investment Partners, LLC | Park City, UT | Mar 2021 - Current | 3 |
| Grinnell Capital, Llc Fka D & F Investment Partners, LLC | Park City, UT | Oct 2020 - Current | 3 |
| Unemployed | Park City, UT | Feb 2020 - Sep 2020 | < 1 |
| Mml Investor Services, LLC | Denver, CO | Mar 2018 - Jan 2020 | 1 |
| Unemployed | Denver, CO | Nov 2017 - Feb 2018 | < 1 |
| Rbc Capital Markets, LLC | Denver, CO | Mar 2015 - Oct 2017 | 2 |
| Tenzing Capital, LLC | Boise, ID | Apr 2011 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- CA
- CO
- ID
- TX
- UT
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$246,818
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, CO, ID, TX, UT
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