Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grady? Claim Your ProfileGrady Harrison Camps is an investment advisor representative with Lido. Grady has been working in the financial services industry since 2013. Grady is registered in California. Grady holds the Series 63, 65, 7TO, and SIE licenses. Grady has worked for Sanford C. Bernstein & Co., LLC and PlanMember Securities Corporation. Grady specializes in providing financial planning and portfolio management services for individuals, businesses, and investment companies. Grady has a strong track record of providing high-quality investment advice to a wide range of clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/30/2024 - Present
Lido (LOS ANGELES CA)
CA
04/12/2021 - 06/03/2024
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
CA
10/08/2020 - 03/26/2021
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 07/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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