Grant Raskin is a registered investment advisor, based in Chalfont, PA, with 15 years of industry experience.
Location
3425 Limekiln Pike, Suite 3, Chalfont, PA, 18914
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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 sells fixed insurance products with various companies since 2012, dedicating a few hours per week. He also owns Bucks County Wealth Management, BCWM Realty Group LLC, Maxim Sports Cards, MGR Financial Management, and Financial Education Sucks, spending the majority of his time at Bucks County Wealth Management.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
David Lerner Associates, 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.