ADVISOR BIO

Grant Wahe Lee is an active investment advisor representative registered with Morgan Stanley. Grant has been in the securities industry since May 13, 1985. Grant has passed the Series 3, 6, 7, and 63 exams and the SIE exam. Grant has held previous registrations with CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and FRANKLIN DISTRIBUTORS, INC..

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ADVISOR BIO

Grant Estep Hartvigson is a financial advisor with Beacon Pointe Advisors, LLC, specializing in providing financial planning, consulting and portfolio management for individuals, families, and businesses. Grant has over 20 years of experience in the financial services industry and holds the Certified Financial Planner designation. Grant is registered in Washington. Previously, Grant was employed by Purshe Kaplan Sterling Investments and LPL Financial LLC.

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ADVISOR BIO

Grant Michael Torres is a registered investment advisor representative with Ameriprise Financial Services, LLC. Grant Michael Torres has been working in the financial industry since July 7, 2019. Grant Michael Torres is registered in California and Texas. Grant Michael Torres is licensed to offer securities and investment advisory services through Ameriprise Financial Services, LLC. The firm has offices in Irvine, California, and Westminster, California. The firm offers a variety of investment advisory services, including financial planning, pension consulting, asset allocation services, educational seminars, publication of periodicals, and selection of other advisers. The firm also offers portfolio management for businesses and individuals. Ameriprise Financial Services, LLC is a registered investment adviser with the Securities and Exchange Commission.

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ADVISOR BIO

Grant Holliday is a financial advisor who has been in the industry since 2001. Grant has a Series 7, Series 66 and Series 24 license. Grant has been registered with LPL Financial LLC since 2004. Grant previously worked at Waddell & Reed, Inc. from 2001 to 2004. Grant provides financial planning, portfolio management and other advisory services to individual and business clients.

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ADVISOR BIO

Grant Alan Sclafani is a financial advisor in Glendale, CA. Grant has been working in the financial services industry since 2016. Grant is currently registered with Cetera Investment Advisers LLC. He is also registered with the following states: Arizona, California, Florida, Illinois, Nevada, and Oregon. Grant has passed the Series 6, Series 7TO, Series 63, and Series 65 exams. He is also a registered representative with Sclafani Wealth Advisors. Grant specializes in providing financial planning, pension consulting, and educational seminars. He also offers portfolio management services for individuals and businesses.

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ADVISOR BIO

Grant Carver is a financial advisor with The Colony Group, LLC, and has been working in the financial industry for over a decade. Grant is an Investment Advisor Representative (IAR) registered with the state of California. Grant focuses on providing financial planning, portfolio management and other advisory services to individuals, families, businesses and charitable organizations. Grant has a strong background in accounting and finance, having worked for a variety of financial institutions and accounting firms. Grant is committed to providing his clients with personalized financial advice and guidance, helping them achieve their financial goals.

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ADVISOR BIO

Grant Duksung Shin is a financial advisor who has been in the industry for over 2 years. Grant is currently registered with D.a. Davidson & Co. and holds Series 63, SIE and Series 79TO licenses. Grant specializes in a range of financial services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Grant previously worked at HARRIS WILLIAMS. Grant's primary office is located in Irvine, California.

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ADVISOR BIO

Grant W. Raymond is a financial advisor with LPL Financial LLC, based in IRVINE, CA. Grant has been in the financial industry since 2008. Grant is registered with the state of California as an investment advisor representative and also holds Series 6, 7, and 66 licenses. Grant is a Certified Financial Planner and has experience providing a wide range of financial services including financial planning, portfolio management, and consulting.

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ADVISOR BIO

Grant A. Einhorn is a financial advisor with Blackrock Financial Management, Inc. Grant has been in the industry since December 2003. Blackrock is a global investment manager, with offices worldwide. The firm offers a variety of investment services to a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Grant Michael Anthony is a registered representative with LPL Financial LLC in San Diego, California. Grant Michael Anthony has been in the financial services industry for over 1 year. He is registered in California and Oregon to provide investment advice and securities transactions. He is also registered with FINRA as a registered representative.

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