Best Investors Account Sign in

Lisa Marie Grimes

Edward Jones

Solomons, MD

CRD 5897193

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2013-04-03
  • MD RA
    APPROVED
    Since 2013-04-03

Branch Locations

14350 Solomons Island Rd Suite 204A, Solomons, MD 20688 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-10
  • S66 Uniform Combined State Law Examination
    2011-06-10
Other Names
  • Lisa Marie Gibson
  • Lisa Marie Grimes

View on SEC IAPD

Nearby Firms

FOUNTAINHEAD FIDUCIARY, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Troy Grimes
BENJAMIN PAUL BARBOUR
ANDREW DUNBAR

Nearby Offices

FOUNTAINHEAD FIDUCIARY, LLC · SOLOMONS, MD, MD
LPL FINANCIAL LLC · SOLOMONS, MD
EDWARD JONES · LUSBY, MD

More in Solomons, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor