Donald GrantCRD Number: 4505447
Current Firm: Carey, Thomas, Hoover & Breault Advisors
Donald Grant (CRD# 4505447) is an Investment Advisor Representative working at Carey, Thomas, Hoover & Breault Advisors in Wichita, KS and has over 15 years of experience in the finance industry. Donald Grant 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.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Morgan Stanley Smith Barney||Wichita, KS||Jun 2009 - Current||7|
|Citigroup Global Markets Inc.||Wichita, KS||Jan 2002 - Current||15|
|Emmis - Ksnw Tv||Wichita, KS||Jan 1998 - Oct 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management188MILLIONS
Total Number of Accounts1,090ACCOUNTS
Average Account Value$172,539
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
AZ, CA, CO, FL, KS, LA, MO, NE, OK, TX