Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure William Grant is the right advisor for you? Invested Better is here to help.