Grant SmithCRD Number: 7086265
Current Firm: Financial Advocates Investment Management
Grant Smith (CRD# 7086265) is an Investment Advisor Representative working at Financial Advocates Investment Management in Napa, CA and has over 4 years of experience in the finance industry.
Polaris Wealth Advisory Group
Global Retirement Partners LLC
Lowery Thomas, LLC
|Lpl Financial, LLC||Napa, CA||Feb 2021 - Current||1|
|Financial Advocates Investment Management||Olympia, WA||Feb 2021 - Current||1|
|Oppenheimer & Company Inc.||San Francisco, CA||Mar 2019 - Feb 2021||1|
|Fidelity National Title||San Francisco, CA||May 2018 - Mar 2019||< 1|
|Nai Commercial Real Estate||San Francisco, CA||Jan 2018 - May 2018||< 1|
|Oregon State University||Corvallis, OR||Aug 2014 - Mar 2018||3|
|Napa Golf Course||Napa, CA||Jun 2017 - Sep 2017||< 1|
|Oregon State University Writing Center||Corvallis, OR||Jan 2017 - Jun 2017||< 1|
|Vine Cliff Winery||Napa, CA||Jun 2015 - Sep 2015||< 1|
|Justin Siena High School||Napa, CA||Sep 2013 - May 2014||< 1|
|Elaine Bell Catering||Napa, CA||Jun 2013 - Sep 2013||< 1|
|Justin Siena High School||Napa, CA||Sep 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management4,379MILLIONS
Total Number of Accounts21,844ACCOUNTS
Average Account Value$200,445
- 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
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.