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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian James Grant is an Investment Advisor Representative with Warburton Capital Management, LLC. Brian has been in the financial services industry since 2016 and is registered in Oklahoma. Brian specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Brian has experience working with high net worth individuals, pension and profit sharing plans, corporations or other businesses, charitable organizations, and individuals other than high net worth. Brian is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fixed monthly fees
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OK
07/14/2021 - Present
Warburton Capital Management, LLC (TULSA OK)
IA
Issued 07/14/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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