Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Carver is a financial advisor with The Colony Group, LLC, and has been working in the financial industry for over a decade. Grant is an Investment Advisor Representative (IAR) registered with the state of California. Grant focuses on providing financial planning, portfolio management and other advisory services to individuals, families, businesses and charitable organizations. Grant has a strong background in accounting and finance, having worked for a variety of financial institutions and accounting firms. Grant is committed to providing his clients with personalized financial advice and guidance, helping 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.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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CA
03/01/2024 - Present
THE Colony Group, LLC (Palo Alto CA)
IA
Issued 01/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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