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William Barrett Grant

Cambridge Investment Research, Inc.

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About William Barrett Grant

William Barrett Grant is a financial advisor with Cambridge Investment Research, Inc. William has been in the securities industry since April 18, 2014. He is registered with the state of Georgia and holds the Series 6, Series 63, and SIE securities licenses. William has previously worked at State Farm VP Management Corp. in Bloomington, Illinois. William is currently located at Cambridge Investment Research, Inc. in Atlanta, Georgia.

Firm Information

William Grant is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

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.

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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William Grant’s Registration & Firm History

GA

09/09/2015 - Present

Cambridge Investment Research, Inc. (ATLANTA GA)

IL

03/03/2014 - 07/23/2015

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 04/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Barrett Grant.
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