Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Grant is an investment advisor representative with Fidelity Personal And Workplace Advisors, based in Cypress, Texas. Richard Grant's firm has assets between $1 Billion and $10 Billion under management. The firm has been registered as a broker-dealer since 2024-07-17. Richard Grant has been registered as a broker-dealer since 2024-07-17 and also holds a registration as an investment adviser. The firm is registered in 53 states and 1 international jurisdiction. Richard Grant specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Educational Seminars, and Selection of Other Advisers. Richard Grant has a strong background in the financial services industry and is committed to providing clients with personalized financial advice.
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.
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.
1
2
TX
07/17/2024 - Present
Fidelity Personal AND Workplace Advisors (CYPRESS TX)
TX
12/20/2023 - 03/20/2024
EQUITABLE ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 01/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Richard Grant is the right advisor for you? Invested Better is here to help.
