Michael Grant (CRD# 4468407) is an Investment Advisor Representative working at 22 Seven Wealth Management Inc. in Panama City, FL and has over 17 years of experience in the finance industry.
CRD# 6670715
Lpl Financial LLC
CRD# 2682409
Lpl Financial LLC
CRD# 1006989
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Aug 2020 - Current | 3 |
| Ip Financial Advisory Services LLC | Charlotte, NC | Aug 2020 - Current | 3 |
| 22 Seven Wealth Management Inc. | Panama City Beach, FL | Jan 2018 - Current | 6 |
| Saxony Securities | St. Louis, MO | Apr 2018 - Aug 2020 | 2 |
| Cuna Mutual Group | Waverly, IA | Dec 2008 - Nov 2017 | 8 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Dec 2008 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management19MILLIONS
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Total Number of Accounts142ACCOUNTS
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Average Account Value$133,803
- A percentage of assets under your management
- Hourly charges
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- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL
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