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Grant Harris Korn

Charles Schwab & CO., Inc.

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About Grant Harris Korn

Grant Harris Korn is a financial advisor with over 20 years of experience in the financial services industry. Grant has a strong background in securities and investments. Grant currently works at Charles Schwab & Co., Inc. in Lone Tree, CO, where he is a registered representative. Previously, Grant worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and BOFA Securities, Inc. Grant specializes in financial planning and investment management. Grant's goal is to help clients achieve their financial goals and objectives.

Firm Information

Grant Korn is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Grant Korn’s Registration & Firm History

CO

09/23/2020 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

NY

06/27/2019 - 08/17/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

05/10/2019 - 07/06/2019

BOFA SECURITIES, INC. (NEW YORK NY)

NJ

07/18/2001 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NJ

04/24/2000 - 12/04/2000

FINANCIAL CONSULTANT GROUP, LLC (CHATHAM NJ)

NY

06/15/1999 - 02/29/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

06/16/1998 - 02/24/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Grant Harris Korn.
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