Grant Stucki (CRD# 5679176) is an Investment Advisor Representative working at Warwick Partners in Bryan, TX and has over 12 years of experience in the finance industry. Grant Stucki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bogart Wealth, LLC | The Woodlands, TX | Dec 2017 - Oct 2020 | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2018 - May 2020 | 2 |
| Jpmorgan Securities LLC | College Station, TX | Feb 2016 - Dec 2017 | 1 |
| Jp Morgan Chase Bank | College Station, TX | Sep 2011 - Jan 2016 | 4 |
| J.p. Morgan Securities LLC | College Station, TX | Oct 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- TX
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Total Assets Under Management1,711MILLIONS
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Total Number of Accounts901ACCOUNTS
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Average Account Value$1,899,029
- 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
TX
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