Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Edmond Patterson is a registered investment advisor representative in Kentucky and Tennessee. Grant has been in the financial services industry since 2020 and currently works for Journey Financial Management, LLC. Grant's primary focus is on providing financial planning and portfolio management for individuals. Grant has a Series 65 license and is registered with the state of Kentucky and Tennessee.
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.
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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KY
08/02/2024 - Present
Journey Financial Management, LLC (BOWLING GREEN KY)
IA
Issued 05/11/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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