Grant MonsonCRD Number: 5057108
Current Firm: Lion Street Advisors, LLC
Grant Monson (CRD# 5057108) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Bellevue, WA and has over 15 years of experience in the finance industry. Grant Monson 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.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Hornor Townsend & Kent Inc.||Horsham, PA||Jul 2006 - Current||15|
|Penn Mutual||Horsham, PA||Jul 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management1,147MILLIONS
Total Number of Accounts4,101ACCOUNTS
Average Account Value$279,788
- 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)
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
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