Billy Grimes Email & Phone Number
Sr. Wealth Advisor @ LPL Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Billy Grimes Location
- Fort Lauderdale, FL, US
Billy Grimes Work
- Sr. Wealth Advisor @ (July 2026 - Present)
- Financial Advisor @ (July 2012 - Present)
- Financial Consultant @ (June 2009 - June 2012)
- Regional Vice President @ (December 2006 - June 2009)
- Regional Vice President @ (April 2005 - August 2006)
- Regional Vice President @ (February 2001 - April 2005)
- Regional Vice President @ (January 1998 - January 2000)
- Regional Sales Director @ Phoenix Investment Partners (January 1997 - December 1998)
- Internal Wholesaler @ (October 1991 - January 1997)
Billy Grimes Education
- Providence College 1987-1991
Billy Grimes Skills
- Asset Allocation
- Series 6
- Investment Advisory
- Microsoft Word
- Series 7
- Strategy
- Mutual Funds
- Retirement
- Customer Service
- IRAs
- Series 24
- Securities
- Project Management
- Mortgage Lending
- Series 65
- Wealth Management
- 401k Retirement Savings Plans
- Financial Analysis
- Fixed Annuities
- Retirement Planning
- Trading
- Variable Annuities
- Public Speaking
- Series 63
- Finance
- 401k
- Financial Advisory
- 401 Retirement Savings Plans
Billy Grimes Summary
- Billy Grimes, based in Fort Lauderdale, FL, US, is currently a Sr. Wealth Advisor at LPL Financial. Billy Grimes brings experience from previous roles at Citi Personal Wealth Management, LPL Financial, Sun Life Financial and Allianz. Billy Grimes holds a 1987 - 1991 Providence College. With a robust skill set that includes Asset Allocation, Series 6, Investment Advisory, Microsoft Word, Series 7 and more. Billy Grimes has 4 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Billy Grimes?
Find contact details for 700 million professionals.
Others Named Billy Grimes
Robert Grimes
Vice President, Director of Lean
Brentwood, TN, US
Billy Grimes
Sr. Analyst, Planning Transformation
Silverton, CO, US
Billy Grimes
Sr. Wealth Advisor
Fort Lauderdale, FL, US
Billy Grimes
B and D Industrial, Vice President of Field Service
Savannah, GA, US
Fred Grimes
CFO|Managing Director
Temecula, CA, US
Billy Grimes
Systems and Data Analyst
Wylie, TX, US
Billy Grimes
CEO PsychNexus Services LLC
Enid, OK, US
Billy Grimes
Manager II
Atlanta, GA, US
Top LPL Financial Employees
Dean Phillips
Founder | Wealth Advisor
Vero Beach, FL, US
Don Link
President 973 845-6667 and 844 366 5465
Westfield, NJ, US
Roochi Sahni
Vice President Of Technology
San Diego, CA, US
Maggie Medina
CEO and President, MCM Wealth Advisors, Inc.
San Diego, CA, US
Joe Lanser
Executive Vice President - Head of FP and A
San Diego, CA, US
Richard Keltner
Vice President, Tax Innovation
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
Joe Pannarale
President and CEO at Diversified Wealth Solutions, LLC
Highland, IN, US
James Sands Jr
President
Fort Myers, FL, US
Clyde French
President
Shreveport, LA, US
Matt Audette
President and Chief Financial Officer
New York, NY, US
Rich Steinmeier
Chief Executive Officer
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co