Donald Grant, financial advisor Wichita KS
96 score

Donald Grant

CRD 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 14 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.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Smith Barney Wichita, KS Jun 2009 - Current 7
Citigroup Global Markets Inc. Wichita, KS Jan 2002 - Current 14
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
Contact Info for Donald Grant
Phone Number: 316-634-2222
Firm Website: http://www.cthb.net
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    188
    MILLIONS
  • Total Number of Accounts
    1,090
    ACCOUNTS
  • Average Account Value
    $172,539
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, KS, LA, MO, NE, OK, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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