Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Farrar Williams is a financial advisor at LPL Financial LLC and has been in the industry since January 29, 2013. Grant has a Series 6, 7, 24, 63 and 65 licenses and is registered with the state of Illinois. Grant previously worked at Investment Centers of America, Inc., Invest Financial Corporation, National Planning Corporation, SII Investments, Inc. and Jackson National Life Distributors LLC. Grant is also a licensed insurance agent in South Carolina. Grant works with high net worth individuals, individuals other than high net worth, pension and profit sharing plans, and corporations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
11/30/2017 - Present
LPL Financial LLC (Chicago IL)
WI
03/07/2016 - 11/08/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
03/07/2016 - 12/16/2016
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
03/07/2016 - 12/16/2016
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
03/07/2016 - 12/16/2016
SII INVESTMENTS, INC. (APPLETON WI)
TN
01/04/2013 - 03/01/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 03/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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