GT
CFA
GT
CFA

Grant Lampton Taber

1 Year of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
160 clients
Average Client Portfolio
$332.8M average
Assets Under Management
$53.3B

Fee Structure

Financial Planning:Investment management only
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Location

2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761

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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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Other Business Activities

Grant is the Chief Financial Officer for PECB, LLC, a real estate partnership, focusing on financing single-family investment properties. He spends minimal time on this activity.

Employment History
Current Registrations
Barrow Hanley Global Investors
September 2024 - Present · 1 yr 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Grant Lampton Taber - Financial Advisor | TrueAdvisor