Grant Ellis is a registered investment advisor at LPL Financial LLC, based in Germantown, TN, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8596 Farmington Blvd. Ste 1, Germantown, TN, 38139
Get directionsHistory
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 Activities
Grant operates under several DBAs for his LPL business, including Ellis Financial and Ellis Retirement Services, dedicating full-time hours to these activities. He also serves as an Executive Pastor at Grace Valley Church, spending about a quarter of his time, and writes industry articles through GRE Services, LLC, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
Forum Six Financial
Fieldstone Financial Partners, LLC
LPL Financial LLCBroker
LPL Financial LLC
Colony Park Financial Services LLC
Colony Park Financial Services LLC.Broker
John Hancock Distributors LLCBroker
State Registrations3 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.