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Kenneth Grant

20 Years of Experience
Tulsa, OK
BrokerSells Insurance

Kenneth Grant is a registered investment advisor, based in Tulsa, OK, with 20 years of industry experience.

Location

9500 N. 129th E. Ave #106, Tulsa, OK, 74055

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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

Kenneth is an investment advisory representative for CWM, LLC, doing business as Carson Wealth Management Group, Carson Group Partners and Carson Group, spending full-time hours there. He also sells fixed insurance products, including life, annuities, and long-term care, and owns Waterstone Private Wealth Management, spending full-time hours there as well.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2017 - Present · 9 yrs 4 mos
Cwm, LLC
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisors LLCBroker
July 2019 - January 2021 · 1 yr 6 mos
LPL Financial LLC
August 2016 - August 2016 · 0 mos
LPL Financial LLCBroker
September 2005 - January 2017 · 11 yrs 4 mos
State Registrations3 states
OKTXWA
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.
Kenneth Grant - Financial Advisor | TrueAdvisor