Grant Neilley, financial advisor Newark OH
87 score

Grant Neilley

CRD Number: 5382087
Current Firm: Cambridge Investment Research Advisors, Inc.

Grant Neilley (CRD# 5382087) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newark, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2015 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Nov 2015 - Current 1
Prospera Financial Services Dallas, TX Jun 2013 - Nov 2015 2
Lpl Financial, LLC Worthington, OH Sep 2007 - Jun 2013 5
Neilley & Company Cpas Inc. Columbus, OH Dec 2003 - Sep 2007 3

Grant Neilley has no recent exams reported.
Contact Info for Grant A. Neilley
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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)
  • Market timing services
  • Educational seminars/workshops
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
87
Clean Record
This advisor has a clean track record with regulators.

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