Dean GrantCRD Number: 1945209
Current Firm: M Holdings Securities, Inc.
Dean Grant (CRD# 1945209) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Milledgeville, GA and has over 25 years of experience in the finance industry.
Patton Albertson Miller Group, LLC
Stifel, Nicolaus & Company, Incorporated
Cambridge Investment Research Advisors, Inc.
|M Holdings Securities, Inc.||Portland, OR||Jan 2014 - Current||4|
|Grant Financial Group||Milledgeville, GA||Nov 2006 - Current||11|
|New York Life Ins. Company||Macon (office In Milledgeville, GA||Nov 1988 - Dec 2013||25|
|Eagle Strategies LLC||Milledgeville, GA||Jul 2008 - Oct 2013||5|
|Nylife Securities Inc.||Macon, GA||Apr 1992 - Oct 2013||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,519MILLIONS
Total Number of Accounts3,680ACCOUNTS
Average Account Value$412,645
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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