CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 5616108
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stephens Consulting, LLC | Dexter, MI | Oct 2021 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Dexter, MI | Jul 2018 - Oct 2021 | 3 |
| Raymond James Financial Services, Inc. | Ann Arbor, MI | Jul 1998 - Oct 2021 | 23 |
| Center For Financial Planning | Southfield, MI | Aug 1999 - Aug 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
-
Total Assets Under Management918MILLIONS
-
Total Number of Accounts2,879ACCOUNTS
-
Average Account Value$319,010
- 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
CA, FL, GA, IL, IN, MA, MI, MO, NC, NE, NH, NJ, NY, OH, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.