WG
ChFC
WG
ChFC

Walter Grant

27 Years of Experience
Memphis, TN
BrokerSells Insurance

Walter Grant is a ChFC-designated registered investment advisor, based in Memphis, TN, with 27 years of industry experience.

Location

5100 Poplar Avenue, Suite 2300, Memphis, TN, 38137

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Walter is involved in several business activities, including Grant Advisory, LP (for tax/investment purposes), Aegis Retirement Group LLC (DBA for LPL business), and Global Retirement Partners LLC, where he provides investment advisory services. He also sells non-variable insurance and dedicates nearly full-time hours to his investment advisory roles.

Employment History
Current Registrations
HUB International Investment Services INC.
August 2025 - Present · 9 mos
HUB International Investment Services INC.Broker
August 2025 - Present · 9 mos
Global Retirement Partners LLC
February 2020 - Present · 6 yrs 3 mos
LPL Financial LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
MML Investors Services, LLC
December 2012 - February 2020 · 7 yrs 2 mos
MML Investors Services, LLCBroker
November 2012 - February 2020 · 7 yrs 3 mos
New England Securities Corporation
February 2004 - November 2012 · 8 yrs 9 mos
New England SecuritiesBroker
June 1998 - November 2012 · 14 yrs 5 mos
State Registrations18 states
ALARCACOCTDCFLGAILKYLAMOMSNCNHSCTNTX
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.
Walter Grant - Financial Advisor | TrueAdvisor