Grant DinnerCRD Number: 5055005
Current Firm: Sa Stone Investment Advisors Inc.
Grant Dinner (CRD# 5055005) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Beachwood, OH and has over 15 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|Sterne Agee Investment Advisor Services, Inc.||Birmingham, AL||Jan 2015 - Current||6|
|Sterne Agee Financial Services, Inc.||Beachwood, OH||Sep 2014 - Current||7|
|Wrp Investments Inc.||Youngstown, OH||Jun 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management2,078MILLIONS
Total Number of Accounts8,484ACCOUNTS
Average Account Value$244,956
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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