Grant Joiner, financial advisor West Tisbury MA

Grant Joiner

CRD Number: 5287453
Current Firm: Martha's Vineyard Investment Advisors, LLC

Grant Joiner (CRD# 5287453) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 16 years of experience in the finance industry. Grant Joiner 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
Martha's Vineyard Savings Bank West Tisbury, MA Dec 2020 - Current 3
Lpl Financial LLC West Tisbury, MA Dec 2020 - Current 3
Martha's Vineyard Investment Advisors, LLC West Tibury, MA Dec 2020 - Current 3
Charles Schwab Bank Tysons Corner, VA Nov 2012 - Nov 2020 8
Charles Schwab & Company, Inc. Tysons Corner, VA Aug 2007 - Nov 2020 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Grant A. Joiner
Phone Number: (508) 693-8850
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    244
    MILLIONS
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $682,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA, MD, NH, TX

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