Grace Kvantas, financial advisor Raleigh NC

Grace Kvantas

CRD Number: 4977868
Current Firm: Financial Symmetry Inc.

Grace Kvantas (CRD# 4977868) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has 1 year of experience in the finance industry. Grace Kvantas has taken additional exams to become a Certified Financial Planner (CFP®).

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Professional Designations
Company Name Location Dates Years
Financial Symmetry, Inc. Raleigh, NC Jun 2015 - Current 9
Financial Symmetry, Inc. Raleigh, NC Aug 2011 - Jun 2015 3

Grace Kvantas has no recent exams reported.
Contact Info for Grace R. Kvantas
Phone Number: 919-851-8200
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,004
    MILLIONS
  • Total Number of Accounts
    4,599
    ACCOUNTS
  • Average Account Value
    $218,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, MD, NC, NH, PA, SC, TX, VA

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