Grant Ellis (CRD# 5030661) is an Investment Advisor Representative working at Lpl Financial LLC in Germantown, TN and has over 11 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | College Grove, TN | Feb 2021 - Current | 3 |
Lockton Investment Advisors, LLC | Nashville, TN | Apr 2020 - Feb 2021 | < 1 |
Lockton Companies LLC | Nashville, TN | Mar 2020 - Feb 2021 | < 1 |
Lockton Financial Advisors, LLC | Nashville, TN | Mar 2020 - Feb 2021 | < 1 |
Fieldstone Financial Partners, LLC | Nashville, TN | Jul 2014 - Apr 2020 | 5 |
Lpl Financial | Brentwood, TN | Nov 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
S63 | Uniform Securities State Law Examination | May 2020 |
- TN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
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, WY
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