Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Estep Hartvigson is a financial advisor with Beacon Pointe Advisors, LLC, specializing in providing financial planning, consulting and portfolio management for individuals, families, and businesses. Grant has over 20 years of experience in the financial services industry and holds the Certified Financial Planner designation. Grant is registered in Washington. Previously, Grant was employed by Purshe Kaplan Sterling Investments and LPL Financial LLC.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
1
2
CA
09/02/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
WA
09/01/2021 - 06/04/2024
PURSHE KAPLAN STERLING INVESTMENTS (Seattle WA)
WA
11/18/2002 - 09/07/2021
LPL FINANCIAL LLC (SEATTLE WA)
MN
07/01/2002 - 11/21/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/03/1996 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 08/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Grant Hartvigson is the right advisor for you? Invested Better is here to help.
