Kelly Griggs has been an investment adviser representative at Boyce & Associates Wealth Consulting since November 2020, and is not listed among the firm’s executive officers or direct owners.
Boyce & Associates Wealth Consulting, Inc. is a Cedar Park, TX firm with $245M under management, 268 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Kelly Griggs is Vice President of Financial Planning for Boyce & Associates Wealth Consulting. As a Financial Advisor, she is especially energized by guiding women on how to plan a secure retirement. She is also founder and President of Networking BossBabes, an organization of 30+ women business owners in the North Austin area.
Kelly Griggs’ longest registration is the current one, 5 years at Boyce & Associates Wealth Consulting since 2020. Before joining Boyce & Associates Wealth Consulting in 2020, Kelly Griggs was registered through Park Avenue Securities LLC.
- – present · 5 yearsCedar Park, TX · Adviser representative · Firm CRD 288157
- Park Avenue Securities LLC– · under a yearAustin, TX · Adviser representative · Firm CRD 46173
Professional designations
Listed by Boyce & Associates Wealth Consulting
- CFP®
- Wealth Management Specialist
- Chartered Retirement Planning Counselor
Investment adviser representative registrations
Kelly Griggs is registered as an investment adviser representative in Texas, since November 2020.
- TexasSince 11 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 May 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 October 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kelly Kristen Griggs
- CRD
- 6887813
- Firm
- Boyce & Associates Wealth Consulting · CRD 288157
- Office
- 3109 KENAI DR., STE 107, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boycewealth.com
Where does Kelly Griggs work?
Kelly Griggs is an investment adviser representative registered through Boyce & Associates Wealth Consulting, Inc. since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Griggs a financial advisor?
Yes. Kelly Griggs has a current investment-adviser registration in Texas, through Boyce & Associates Wealth Consulting since November 2020.
How many years of experience does Kelly Griggs have?
Kelly Griggs has 8 years in the financial industry, since February 2018, across 2 adviser firms.
What exams has Kelly Griggs passed?
Kelly Griggs has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in January 2018. FINRA credited Kelly Griggs with the SIE, which began in October 2018.
Where is Kelly Griggs based?
Kelly Griggs’ registered office is in Cedar Park, TX.
Is Kelly Griggs registered with FINRA?
No. Kelly Griggs has no current broker registration.
Is Kelly Griggs a CFP?
Boyce & Associates Wealth Consulting lists Kelly Griggs with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Kelly Griggs’ record?
Search CRD 6887813 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Griggs’ full registration record.
