Grant Heflin, financial advisor Memphis TN
90 score

Grant Heflin

CRD Number: 6145840
Current Firm: Raymond James & Associates, Inc.

Grant Heflin (CRD# 6145840) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Memphis, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Memphis, TN Jul 2015 - Current 1
Securian Financial Services Inc. St Paul, MN Jan 2013 - Jul 2015 2
Minnesota Life Insurance Co St Paul, MN Jan 2013 - Jul 2015 2
Shoemaker Financial Germantown, TN Jan 2013 - Jul 2015 2
Securian Financial Services Inc. St Paul, MN Dec 2012 - Jan 2013 < 1
Shoemaker Financial Services Germantown, TN Dec 2012 - Jan 2013 < 1
Fedex Collierville, TN Aug 2012 - Oct 2012 < 1
University Of Mississippi University, MS Aug 2008 - May 2012 3
Flint Hydraulics Memphis, TN Jun 2011 - Aug 2011 < 1
Memphis University School Memphis, TN Aug 2002 - May 2008 5
Mcalister's Deli Germantown, TN May 2007 - Aug 2007 < 1
Atlanta Bread Company Germantown, TN May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Grant Heflin
Phone Number: 727-567-1000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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