Robert Grant (CRD# 5331530) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Gulf Shore, AL and has over 16 years of experience in the finance industry.
CRD# 1276411
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5875302
Osaic Wealth, Inc.
CRD# 4729765
Stonex Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truewealth Advisors | Gulf Shores, AL | Sep 2021 - Current | 2 |
| (dba) Grant Wealth Management LLC | Fairhope, AL | Oct 2013 - Current | 10 |
| Concourse Financial Group Securities Inc (fka Proequities Inc) | Gulf Shores, AL | Apr 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- AL
- TX
-
Total Assets Under Management356MILLIONS
-
Total Number of Accounts1,250ACCOUNTS
-
Average Account Value$284,701
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, FL, GA, LA, MS, NC, OK, SC, TN, TX
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