Philip Grande
Philip Grande is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lexington, NC, with 20 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6123 Old Us Hwy 52, Lexington, NC, 27295
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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
Philip sells fixed life insurance outside of Cetera. He also serves as secretary for the Calvary Provision Foundation Board and is a finance committee member for Calvary Baptist Church, where he discusses and approves the budget.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations7 states
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.