Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grantham? Claim Your ProfileGrantham Bruce Akerly is a Certified Financial Planner with 10 years of experience in the financial services industry. Grantham is a registered representative with Ausdal Financial Partners, Inc. and an investment advisor representative with CFO4LIFE GROUP, LLC. Grantham is also a registered representative with CFO4LIFE GROUP, LLC. in Texas. Grantham has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Grantham specializes in providing financial planning, portfolio management, and cash management solutions for individuals, businesses, and institutions. Grantham has worked with EY, Baylor University and CFO4LIFE in the past. Grantham currently works with CFO4LIFE which has over $1.8 billion in assets under management.
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.
Cash management solutions
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.
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TX
06/13/2020 - Present
Cfo4life (COPPELL TX)
BOTH
Issued 02/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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