Grant Andrews (CRD# 7531304) is an Investment Advisor Representative working at Lpl Financial LLC in Auburn, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Auburn, CA | Mar 2022 - Current | 2 |
| Foothill Fire Protection | Rocklin, CA | Oct 2020 - Mar 2022 | 1 |
| Winchester Country Club | Meadow Vista, CA | May 2017 - Jul 2020 | 3 |
| Regis University | Denver, CO | Jul 2016 - May 2020 | 3 |
| Finish Line | Denver, CO | Sep 2019 - Dec 2019 | < 1 |
| Towne Park | Denver, CO | Feb 2018 - Aug 2019 | 1 |
| Del Oro High School | Loomis, CA | Jul 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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