Grant Blindbury
CRD Number: 4697717Current Firm: Fmb Wealth Management
Compensation Model: Fee Only
Grant Blindbury (CRD# 4697717) is a partner at FMB Wealth Management in Westlake Village, CA and has over 15 years of experience in the finance industry. Grant Blindbury 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fmb Retirement Services | Thousand Oaks, CA | Jul 2012 - Current | 11 |
| Fmb Wealth Management (fka Fields Financial Assoc) | Westlake Village, CA | Jul 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
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Total Assets Under Management452MILLIONS
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Total Number of Accounts794ACCOUNTS
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Average Account Value$568,907
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, MT, NV, OR, SC, TX
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