Grant Hartwell, financial advisor Torrance CA
89 score

Grant Hartwell

CRD Number: 6156909
Current Firm: Royal Alliance Associates, Inc.

Grant Hartwell (CRD# 6156909) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Torrance, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Torrance, CA Jul 2013 - Current 3
Hartwell Financial Services Torrance, CA Jan 2013 - Current 3
Blissmo San Francisco, CA Jul 2012 - Dec 2012 < 1
Isearch Media San Francisco, CA Feb 2012 - Apr 2012 < 1
The Appetizer Rolling Hills Estates, CA Oct 2006 - Nov 2011 5
Grassroots Campaigns Santa Cruz, CA Jun 2010 - Aug 2011 1
Student Santa Cruz, Palos Verdes Estates, CA Jan 2003 - Jul 2011 8
Jamba Juice Santa Cruz, CA Aug 2009 - Apr 2010 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Grant H. Hartwell
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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