Grant Gilbert (CRD# 6685225) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Conshohocken, PA and has over 7 years of experience in the finance industry. Grant Gilbert 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | West Conshohocken, PA | Oct 2021 - Current | 2 |
| Soundbetter, LLC | Brooklyn, NY | Oct 2019 - Current | 4 |
| Not Provided | Bridgeport, PA | Jan 2019 - Current | 5 |
| The Vanguard Group, Inc. | Malvern, PA | Jul 2016 - Oct 2021 | 5 |
| Aidells Sausage Company | Philadelphia, PA | Oct 2015 - Jul 2016 | < 1 |
| Unemployed | Malvern, PA | Apr 2015 - Oct 2015 | < 1 |
| Greenstaff | Sydney, | Aug 2014 - Apr 2015 | < 1 |
| Unemployed | Malvern, PA | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- PA
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- 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
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