Kali Grant (CRD# 4801059) is an Investment Advisor Representative working at Dimensions Wealth Management, LLC in Roseville, CA and has over 19 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dimensions Wealth Management, LLC | Roseville, CA | Sep 2019 - Current | 4 |
| Dimensions Wealth Management, LLC | Roseville, CA | Aug 2019 - Current | 4 |
| Kingswood Capital Partners, LLC | San Diego, CA | Nov 2018 - Current | 5 |
| Dimensions Wealth Management, LLC | Roseville, CA | Nov 2018 - Current | 5 |
| Morgan Stanley Smith Barney | Roseville, CA | Jun 2009 - Nov 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$347,434
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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