Larissa GranthamCRD Number: 5436346
Current Firm: Stepp & Rothwell Inc.
Larissa Grantham (CRD# 5436346) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has 1 year of experience in the finance industry. Larissa Grantham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Stepp & Rothwell, Inc.||Overland Park, KS||Jan 2001 - Current||17|
Total Assets Under Management575MILLIONS
Total Number of Accounts1,981ACCOUNTS
Average Account Value$290,267
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, KS, MO, NE, PA, TX