Grier Chandler Edwards

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 08/2018
  Gleaner Life Insurance
  Adrian, MI
• 09/2018 → 02/2019
  Unemployed
  Ann Arbor, MI
• 03/2019 → 09/2023
  Affinity Wealth Solutions
  Ann Arbor, MI
• 03/2019 → 09/2023
  Commonwealth Financial Network
  Waltham, MA
• 09/2023 → 08/2024
  Affinity Wealth Solutions
  Ann Arbor, MI
• 09/2023 → 08/2024
  Commonwealth Financial Network
  Waltham, MA
• 09/2024 → Present
  Retirement Referral Network, Llc
  Adrian, MI
• 09/2024 → Present
  Lpl Financial
  Adrian, MI

Previous Registrations

• 2019-03-25 → 2024-08-19
  Commonwealth Financial Network
  Ann Arbor, MI
  Chelsea, MI
  Dexter, MI
• 2015-06-10 → 2018-08-28
  Creative Financial Designs, Inc.
  Adrian, MI
  Kokomo, IN
• 2010-09-20 → 2014-03-10
  Independent Financial Advisors, Llc
• 2009-03-06 → 2013-07-29
  Lpl Financial Llc
  Coopersville, MI

Other Businesses

1) 09/05/2024 - Retirement Referral Network, LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date:08/28/2024 - 160 Hrs per month -100% Time Spent 2) 09/05/2024 - Baby Goose Properties LLC / Real Estate Rental / Inv. Related / Ann Arbor, MI / Start date 04/16/2024 - 2 Hrs per month - 4 % Time Spent 3. 08/19/2025 - Non-Variable Insurance - Investment related - At reported business location(s) - Start date:08/13/2025 - 1 Hrs per month during Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-03-05

Other Names

• Grier Chandler Edwards
• Grier Edwards
• Grier Chandler Edwards