Grant Joiner, financial advisor McLean VA
93 score

Grant Joiner

CRD Number: 5287453
Current Firm: Charles Schwab & Company, Inc.

Grant Joiner (CRD# 5287453) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in McLean, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Tysons Corner, VA Nov 2012 - Current 4
Charles Schwab & Company, Inc. Tysons Corner, VA Aug 2007 - Current 9
Student Tempe, AZ Aug 1996 - Aug 2007 11
Merrill Lynch Mesa, AZ Feb 2007 - May 2007 < 1
L'etoile Resaurant Edgartown, MA Jun 2006 - Aug 2006 < 1
Cape Air West Tisbury, MA May 2005 - Aug 2006 1
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: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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