Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Richard Ellis is a financial advisor with LPL Financial LLC, located in Germantown, Tennessee. Grant has been in the financial services industry since 2008. He has a strong background in helping clients with various financial needs. Grant is committed to providing personalized financial advice and helping clients reach their financial goals. He is also licensed to provide investment advice in Tennessee and other states.
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
TN
02/18/2021 - Present
LPL Financial LLC (GERMANTOWN TN)
TN
03/17/2020 - 02/12/2021
LOCKTON INVESTMENT SECURITIES, LLC (Brentwood TN)
TN
12/07/2012 - 05/23/2016
LPL FINANCIAL LLC (FRANKLIN TN)
TN
05/27/2009 - 12/17/2012
COLONY PARK FINANCIAL SERVICES LLC. (BRENTWOOD TN)
GA
10/24/2005 - 08/17/2007
JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)
BC
Issued 05/01/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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