Joshua Granger, financial advisor Great Falls MT
88 score

Joshua Granger

CRD Number: 6368106
Current Firm: Waddell & Reed

Joshua Granger (CRD# 6368106) is an Investment Advisor Representative working at Waddell & Reed in Great Falls, MT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Soccer Coach Great Falls, MT Aug 2015 - Current 1
Waddell & Reed, Inc. Great Falls, MT Jul 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Great Falls, MT Jul 2014 - Current 2
Superior Business Equipment Great Falls, MT Jan 2011 - Nov 2014 3
Connection Business Consultants San Jose, CA Aug 2010 - Nov 2011 1
Greenpeace Ink San Jose, CA Nov 2010 - Jan 2011 < 1
Reeds Indoor Range Santa Clara, CA Nov 2010 - Jan 2011 < 1
Los Alto Rod And Gun Club Los Gatos, CA Nov 2010 - Nov 2010 < 1
Unemployed N/a, Jun 2010 - Aug 2010 < 1
Carroll College Helena, MT Aug 2006 - Jun 2010 3
College Pro Painters Helena, MT May 2006 - Aug 2009 3
Red Dog Painting Helena, MT Jan 2007 - Aug 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Joshua M. Granger
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • ID
  • LA
  • MT
  • OH
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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