Joshua Granger (CRD# 6368106) is an Investment Advisor Representative working at Lpl Financial LLC in Great Falls, MT and has over 9 years of experience in the finance industry.
CRD# 3039054
State Farm Investment Management Corp.
CRD# 6717625
Edward Jones
CRD# 6116210
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Great Falls, MT | Jul 2021 - Current | 2 |
| Super Team LLC | Great Falls, MT | Aug 2020 - Jul 2021 | < 1 |
| Mt Fish Wildlife And Parks | Great Falls, MT | Jun 2020 - Jul 2021 | 1 |
| Front Range Group LLC | Great Falls, MT | Jan 2017 - Jul 2021 | 4 |
| Leadership Great Falls | Great Falls, MT | Aug 2015 - Jul 2021 | 5 |
| Waddell & Reed, Inc. | Great Falls, MT | Jul 2014 - Jul 2021 | 7 |
| Various Insurance Carriers For W & R Insurance Agencies | Great Falls, MT | Jul 2014 - Jul 2021 | 7 |
| Special Olympics Montana | Great Falls, MT | Dec 2017 - Aug 2020 | 2 |
| Great Falls Chamber Of Commerce | Great Falls, MT | Jul 2017 - Aug 2020 | 3 |
| Great Falls City Parking Advisory Commission | Great Falls, MT | Sep 2017 - Sep 2018 | 1 |
| Soccer Coach | Great Falls, MT | Aug 2015 - Jun 2017 | 1 |
| Superior Business Equipment | Great Falls, MT | Jan 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- MT
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.