Robert Grant, financial advisor Gulf Shores AL
93 score

Robert Grant

CRD Number: 4482018
Current Firm: Investment Advisors

Robert Grant (CRD# 4482018) is an Investment Advisor Representative working at Investment Advisors in Gulf Shores, AL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Grant Wealth Management Gulf Shores, AL Sep 2013 - Current 3
Proequities Gulf Shores, AL Nov 2001 - Current 15
Grant, Sanders & Taylor, Pc Gulf Shores, AL Aug 1996 - Jul 2014 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Robert E. Grant
Phone Number: 800-288-3035
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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