Charles Grant, financial advisor Jacksonville FL
93 score

Charles Grant

CRD Number: 3057410
Current Firm: Prudential Financial Planning Services

Charles Grant (CRD# 3057410) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jacksonville, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities LLC Jacksonville, FL Aug 2014 - Current 2
The Prudential Insurance Company Of America Jacksonville, FL Aug 2014 - Current 2
Rental Property Jacksonville, FL Aug 2011 - Current 5
The Towers Inc. Jacksonville, FL Jan 2008 - Current 8
National Life Of Vermont Montpelier, VT Oct 2009 - Aug 2014 4
National Financial Services Group Jacksonville, FL Oct 2009 - Aug 2014 4
Equity Services, Inc. Montpelier, VT Oct 2009 - Aug 2014 4
Eq Financial Consultants, Inc. Jacksonville, FL Apr 1998 - Oct 2009 11
The Equitable Life Assurance Society Of The United States Jacksonville, FL Apr 1998 - Oct 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Charles W. Grant
Phone Number: 800-235-7637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, 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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