Kevin Grant, financial advisor Blue Bell PA

Kevin Grant

CRD Number: 5879801
Current Firm: Lpl Financial LLC

Kevin Grant (CRD# 5879801) is an Investment Advisor Representative working at Lpl Financial LLC in Blue Bell, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Blue Bell, PA Feb 2019 - Current 5
Tompkins Trust Company Blue Bell, PA Jan 2019 - Current 5
Bank Of America, N.a. Blue Bell, PA Dec 2012 - Jan 2019 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell, PA Aug 2012 - Jan 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Kevin Grant
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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