CB&T Wealth Advisors | LPL Financial
Roy Grimes
Senior Vice President | Wealth Advisor
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Branch/Office Location
Roy Grimes
Senior Vice President | Wealth Advisor
- Series 7, Series 63, and Series 65 registrations held with LPL Financial and Life and Health Insurance licensed
- CA Insurance License #0K56145
Professional Background
With more than three decades of experience in private banking and wealth management, Roy is committed to excellence in serving high net worth clients to work towards a wide variety of needs – wherever they may be in their financial life cycle.
He offers a comprehensive approach to help set overall direction and manage investments in a way that helps clients pursue both current and long-term financial goals.
As a Wealth Advisor, Roy’s past experience includes wealth management, private banking, and consumer lending. Before joining CB&T Wealth Advisors, he was a Premier Banking Manager at Wells Fargo. Roy received his BS from California State Polytechnic University.
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Products and Services I specialize in:
Wealth Advisors are registered with, and Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. California Bank & Trust, a division of Zions Bancorporation, N.A., and CB&T Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name CB&T Wealth Advisors, and may also be employees of CB&T. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CB&T, or CB&T Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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