Charles Grant (CRD# 3057410) is an Investment Advisor Representative working at Lpl Financial LLC in Jacksonville, FL and has over 24 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Vedra Beach, FL | Apr 2021 - Current | 3 |
| Synovus Bank | Jacksonville, FL | Oct 2019 - Apr 2021 | 1 |
| Synovus Bank | Jacksonville, FL | Oct 2019 - Apr 2021 | 1 |
| The Towers Inc. | Jacksonville, FL | Jan 2008 - Apr 2021 | 13 |
| Synovus Securities, Inc. | Jacksonville, FL | Mar 2018 - Oct 2019 | 1 |
| Synovus Bank | Jacksonville, FL | Mar 2018 - Oct 2019 | 1 |
| Rental Property | Jacksonville, FL | Aug 2011 - Nov 2018 | 7 |
| Pruco Securities LLC | Jacksonville, FL | Aug 2014 - Mar 2018 | 3 |
| The Prudential Insurance Company Of America | Jacksonville, FL | Aug 2014 - Mar 2018 | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- FL
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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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
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