Grant Holdren is a CFP-designated registered investment advisor, based in Newtown, PA, with 22 years of industry experience.
Location
3 Terry Dr., Ste, 201A, Newtown, PA, 18940
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Grant is an advisory representative of a RIA, a board member/treasurer of a HOA, President of Allied Financial Advisors, LLC, and a member of BLOCS Scholarship LLC. He is also an independent insurance agent and President of Educators First Financial of Pennsylvania (EFFPA).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations24 states
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