Grant Joiner (CRD# 5287453) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 16 years of experience in the finance industry. Grant Joiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 1915639
Sage Wealth Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Martha's Vineyard Savings Bank | West Tisbury, MA | Dec 2020 - Current | 3 |
Lpl Financial LLC | West Tisbury, MA | Dec 2020 - Current | 3 |
Martha's Vineyard Investment Advisors, LLC | West Tibury, MA | Dec 2020 - Current | 3 |
Charles Schwab Bank | Tysons Corner, VA | Nov 2012 - Nov 2020 | 8 |
Charles Schwab & Company, Inc. | Tysons Corner, VA | Aug 2007 - Nov 2020 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2007 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- MA
- TX
-
Total Assets Under Management244MILLIONS
-
Total Number of Accounts358ACCOUNTS
-
Average Account Value$682,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MA, MD, NH, TX
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