Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Knox is a financial advisor who has been active in the industry since 1993. Grant is currently registered with Osaic Wealth, Inc. and is a licensed advisor in many states. Grant also has previous experience working for other firms such as SAGEPOINT FINANCIAL, INC. and INDEPENDENT FINANCIAL GROUP, LLC. Grant has a wealth of experience and is committed to helping their clients 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.
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.
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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2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (LA MESA CA)
CA
02/23/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA MESA CA)
CA
06/26/2006 - 02/25/2010
WOODBURY FINANCIAL SERVICES, INC. (LA MESA CA)
CA
01/03/2005 - 06/27/2006
INDEPENDENT FINANCIAL GROUP, LLC (LA MESA CA)
CA
04/19/2000 - 12/31/2004
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
IA
05/21/1999 - 04/19/2000
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NY
02/13/1997 - 07/30/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/13/1994 - 01/30/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
11/15/1993 - 08/31/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
AZ
04/03/1993 - 11/22/1993
WHITE SECURITIES, INC. (SCOTTSDALE AZ)
CO
03/16/1993 - 03/31/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 10/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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