Unclaimed
Grant Thompson is an Investment Advisor Representative with Edelman Financial Engines, located in Fairfax, VA. Grant is a Series 65 licensed individual and is registered with the state of Virginia. Grant's firm offers a variety of investment advisory services including financial planning, portfolio management, and educational seminars. Grant's current and previous employment experience includes positions at Financial Engines Advisors, L.L.C. and Pure Performance.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
06/13/2024 - Present
Edelman Financial Engines (Fairfax VA)
IA
Issued 06/13/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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