VG
CFP
VG
CFP

Vonda Grant

33 Years of Experience
Wyandotte, MI
Broker

Vonda Grant is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Wyandotte, MI, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3003 Biddle Avenue, Wyandotte, MI, 48192

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2012 - Present · 13 yrs 9 mos
Raymond James & Associates, INC.
July 2012 - Present · 13 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2010 - July 2012 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - July 2012 · 6 yrs 11 mos
Morgan Stanley Dw INC.Broker
August 1998 - September 2005 · 7 yrs 1 mo
Fifth Third/the Ohio CompanyBroker
January 1997 - August 1998 · 1 yr 7 mos
Prudential Securities IncorporatedBroker
February 1996 - January 1997 · 11 mos
Locust Street Securities, INC.Broker
January 1996 - February 1996 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1995 - February 1996 · 3 mos
Smith Barney INC.Broker
July 1993 - September 1995 · 2 yrs 2 mos
Lehman Brothers INC.Broker
August 1992 - July 1993 · 11 mos
State Registrations20 states
ALCACOCTDCFLGAILKSKYLAMAMIMONCNYOHTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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