Joseph Grantham, financial advisor Meridian MS
93 score

Joseph Grantham

CRD Number: 1015387
Current Firm: Raymond James Financial Services Advisors, Inc.

Joseph Grantham (CRD# 1015387) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meridian, MS and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
J Vance Grantham Family Ltd. Partnership Meridian, MS Mar 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Meridian, MS Jan 2009 - Current 7
Raymond James Financial Services, Inc. Meridian, MS Oct 1994 - Current 22
Grantham Management Services Inc. Meridian, MS Jul 1978 - Feb 2009 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S66 NASAA Uniform Combined State Law Examination Jul 2003
Contact Info for Joseph V. Grantham
Phone Number: 727-567-5877
Registered State(s):
  • AL
  • MS
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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