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Samuel Francis Grant

Trust Advisory Group Ltd.

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About Samuel Francis Grant

Samuel Francis Grant is a registered investment advisor representative with Trust Advisory Group Ltd. Samuel has been in the industry since 2014 and holds several licenses, including Series 7, 63, and 65. Samuel is based in Reading, MA, and provides financial planning, pension consulting, and selection of other advisers. Samuel is committed to helping individuals and families achieve their financial goals.

Firm Information

Samuel Grant is currently registered with Trust Advisory Group Ltd.. Trust Advisory Group Ltd. is an investment advisor located in BIRMINGHAM, AL. The firm has 43 investment advisor representatives and manages $560,370,155 in regulatory assets under management. Trust Advisory Group Ltd. primarily provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Trust Advisory Group Ltd.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$560.37M

Assets Under Management

11

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Grant’s Registration & Firm History

AL

07/07/2022 - Present

Trust Advisory Group Ltd. (BIRMINGHAM AL)

NH

07/14/2014 - 03/23/2018

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

IA

Issued 07/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Francis Grant.
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