Grant KnowltonCRD Number: 5190681
Current Firm: D.a. Davidson & Company
Grant Knowlton (CRD# 5190681) is an Investment Advisor Representative working at D.a. Davidson & Company in Kansas City, MO and has over 15 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|D.a. Davidson & Company||Kansas City, MO||Sep 2019 - Current||3|
|George K. Baum & Company||Kansas City, MO||Jul 2014 - Sep 2019||5|
|Umb Bank||Kansas City, MO||Jan 2005 - Jul 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
Total Assets Under Management27,233MILLIONS
Total Number of Accounts70,553ACCOUNTS
Average Account Value$385,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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