Meaghan Grant (CRD# 7533766) is an Investment Advisor Representative working at Rockport Wealth Advisors in Fairview Park, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockport Wealth Llc Dba Rockport Wealth Advisors | Fairview Park, OH | Jun 2023 - Current | < 1 |
| College And Secondary School | Hudson, OH | May 2013 - May 2023 | 10 |
| Thrivent | Medina, OH | May 2022 - Aug 2022 | < 1 |
| Lake Forest Country Club | Hudson, OH | May 2021 - Aug 2021 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- OH
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts503ACCOUNTS
-
Average Account Value$285,684
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, GA, IN, KY, MI, NC, OH, PA, SC, TX
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