Grant MarksCRD Number: 1051761
Current Firm: D.a. Davidson & Company
Grant Marks (CRD# 1051761) is an Investment Advisor Representative working at D.a. Davidson & Company in Scottsdale, AZ and has over 34 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|D.a. Davidson & Company||Spokane, WA||Jul 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1982|
|S65||NASAA Investment Advisors Law Examination||Feb 1992|
Total Assets Under Management9,918MILLIONS
Total Number of Accounts33,323ACCOUNTS
Average Account Value$297,645
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV