Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Whalen Duncan is a financial advisor registered with Brandes Investment Partners, LP. Grant has been in the industry for over 30 years, and is currently registered in 53 states and 4 states for IA. Grant has a strong track record of success in providing investment advice to individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/03/2000 - Present
Brandes Investment Partners, LP (SAN DIEGO CA)
CO
09/01/2015 - 07/12/2024
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
10/04/2001 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
08/30/2000 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
10/23/1998 - 05/30/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/21/1994 - 11/03/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/30/2000
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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