Grant Francis (CRD# 7532938) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westminster Financial Securities, Inc. | Dayton, OH | Mar 2022 - Current | 2 |
| Lytle Park Hotel | Cincinnati, OH | Oct 2021 - Mar 2022 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Jun 2020 - Dec 2021 | 1 |
| 21c Museum Hotel | Cincinnati, OH | Dec 2018 - Oct 2021 | 2 |
| Cincinnati State | Cincinnati, OH | Aug 2018 - May 2020 | 1 |
| Primerica | Centerville, OH | Jul 2018 - Feb 2019 | < 1 |
| Springboro Hs | Springboro, OH | Aug 2014 - Aug 2018 | 4 |
| Bob Evans | Springboro, OH | Jul 2016 - Jul 2018 | 2 |
| Olive Garden | Centerville, OH | Jan 2016 - Jul 2016 | < 1 |
| Springboro Jhs | Springboro, OH | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- OH
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Total Assets Under Management920MILLIONS
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Total Number of Accounts2,260ACCOUNTS
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Average Account Value$407,199
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
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, 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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