Philip Grande, financial advisor Lexington NC

Philip Grande

CRD Number: 4950083
Current Firm: Cetera Investment Advisers LLC

Philip Grande (CRD# 4950083) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lexington, NC and has over 14 years of experience in the finance industry. Philip Grande has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN May 2017 - Current 2
First National Bank Of Pa Lexington, NC May 2017 - Current 2
Cetera Investment Advisers LLC Lexington, NC May 2017 - Current 2
Raymond James Financial Services Advisors, Inc. Kernersville, NC Jan 2009 - May 2017 8
Raymond James Financial Services King, NC Nov 2007 - May 2017 9
Newbridge Bank Lexington, NC Apr 2005 - May 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Philip C. Grande
Phone Number: 888-528-2987
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    10,324
    MILLIONS
  • Total Number of Accounts
    54,906
    ACCOUNTS
  • Average Account Value
    $188,031
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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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