MG
MG

Michael Grant

32 Years of Experience
Oklahoma City, OK
2 DisclosuresBrokerSells Insurance

Michael Grant is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oklahoma City, OK, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7919 Mid America Blvd., Suite 225, Oklahoma City, OK, 73135

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2004
Denied
Customer Dispute
March 2004
Award / Judgment
Other Business ActivitiesSells Insurance

Michael is an insurance agent for multiple companies, selling term, whole life, and disability insurance, dedicating a few hours per week to these activities. He also owns Big Bull Little Bear LLC, runs a branch, owns Scotland Land LLC for farming, and has renewals from old insurance companies.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Raymond James Financial Services
July 2004 - January 2009 · 4 yrs 6 mos
Edward JonesBroker
March 1994 - July 2003 · 9 yrs 4 mos
State Registrations22 states
ALARAZCADEFLGAILKSMDMNMONCNMOHOKPASCTNTXVAWA
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.