Grant JoinerCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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