Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Barnett Goodwin is a financial advisor with over 20 years of experience in the industry. Grant is currently registered with Independent Advisor Alliance, LLC and is also registered with the state of Georgia as an Investment Advisor Representative (IAR). Grant has a diverse background, having previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, and LPL Financial LLC. Grant specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Grant holds a Series 7, 66, and SIE license and has passed the Uniform Investment Advisor Law Examination. Grant provides advisory services to a broad range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
NC
12/15/2016 - Present
Independent Advisor Alliance, LLC (Charlotte NC)
NC
04/23/2007 - 12/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
GA
08/26/2004 - 04/04/2007
WACHOVIA SECURITIES, LLC (DUNWOODY GA)
NY
12/05/2000 - 01/06/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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