Grove Point Financial
Grove Point Financial was incorporated in 1984 and operates out of its headquarters in Rockville, Maryland. The firm provides broker-dealer and RIA services to more than 500 registered representatives across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values partnership above all else. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC, Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Grove Point Financial, LLC is a wholly owned subsidiary of Atria Wealth Solutions.
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Verified contacts
23
available on Kipplo
LinkedIn employees
50
51 to 200 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
8
tools in use
Monthly traffic
269
organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- KT
Kelly Tobin
Senior Regulatory Compliance Analyst · Finance & Accounting
EmailPhone - AP
Alfonso Pardo
Advisor Supervision Principal · General Business & Management
EmailPhone - SW
Sandra Worsham
Vice President, Regulatory Compliance · Legal
EmailPhone - AK
Andrea Klipfel
Wealth Manager, Aams, at Grove Point Financial, Llc · Finance & Accounting
EmailPhone - AW
Alan Walker
Registered Representative Investment Advisor Representative · Sales & Business Development
EmailPhone - KB
Krista Bennett
Advisor Support Specialist · Customer/Client Service
EmailPhone - SH
Sharon Hallax
Compliance Analyst · Finance & Accounting
EmailPhone - SG
Stacy Goodwin
Sr Licensing & Registration Analyst · General Business & Management
EmailPhone - TG
Tyler Grabner
Investment Advisor · Finance & Accounting
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Grove Point Financial
21 distinct titles indexed · top 10 shown.
- 3advisor supervision principal
- 1advisor solutions group, wealth consultant and product support specialist
- 1advisor support specialist
- 1advisor support specialist-cashiering
- 1advisory support specialist
- 1compensation analyst
- 1compliance analyst
- 1director of technology
- 1financial advisor
- 1head of supervision
- +11more titles
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