Philip Grande is a CFP-designated registered investment advisor, based in Winston-Salem, NC, with 21 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold.
Location
161 S Stratford Road, Winston-Salem, NC, 27104
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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 Registrations8 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.
Exams
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