Granville JordanCRD Number: 4278489
Current Firm: Transamerica Retirement Advisors, LLC
Granville Jordan (CRD# 4278489) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Woodbury, MN and has over 19 years of experience in the finance industry.
Calhoun Financial Planning And Management
U.s. Bancorp Investments, Inc.
|Diversified Investors Securities Corp.||Woodbury, MN||Nov 2009 - Current||11|
|Diversified Investment Advisors||Woodbury, MN||Oct 2009 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management6,301MILLIONS
Total Number of Accounts84,230ACCOUNTS
Average Account Value$74,808
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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, WY
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