Advisor at The McGriff Alliance
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Firm
The McGriff Alliance
Location
Pisgah, AL 35765
Credentials
Series 63
Industry experience
21 years
Billy Mcgriff is a financial advisor with The McGriff Alliance, holding a Series 63 designation and over 21 years of industry experience. His career includes long-term roles with Manufactures Life Insurance Company, Sage Ventures, Inc., and Mcgriff Dowdy & Associates, P.C. He serves as a trustee of a charitable trust and is involved in real estate development and tax and accounting services. The McGriff Alliance provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and investment company clients. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and sponsoring private pooled funds focused on life settlements.
Based on The McGriff Alliance
Based on The McGriff Alliance
Fixed fee for financial planning services up to $2,500.
$0 - $250,000: 1.95% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Insurance product commissions paid to advisor representatives separate from advisory fees.
Up to $250 per hour for financial planning and consultations.
Account minimum: No minimum investment amounts or conditions required for establishing a managed account; however, $50,000 minimum investment required for Private Funds. Minimum fee: Financial planning fees may include a minimum fee of $500. Fee-only: Financial planning hourly fee up to $250/hour; fixed fee up to $2,500.
111 D Thornton Street , Gorham's Bluff
Pisgah, AL 35765
Alabama
Manufactures Life Ins. Co.
1993 - Present (33 years)
Sage Ventures, Inc
1978 - Present (48 years)
Mcgriff Dowdy & Associates, P.C.
1975 - Present (51 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Mentone, AL
Avidian Wealth Solutions
Series 63, Series 65
Scottsboro, AL
Cambridge Investment Research Advisors
Series 66
Scottsboro, AL
Raymond James Financial
Series 63, Series 65
Scottsboro, AL
Cambridge Investment Research Advisors
Series 66
Scottsboro, AL
Cetera
CFP®, Series 66
Scottsboro, AL
Raymond James Financial
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