Unclaimed
Grant Harry Campbell is a financial professional with over 5 years of experience in the financial services industry. Grant is registered with Charles Schwab & CO., Inc. in Colorado and has Series 7TO, Series 63 and Series 66 licenses. Grant is registered to provide investment advice in 25 states, and is active in both Broker-Dealer and Investment Advisor roles. Grant’s work experience also includes a background in Telecommunications.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/27/2021 - Present
Charles Schwab & CO., Inc. (Boulder CO)
BOTH
Issued 04/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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