Robert Grant is a registered investment advisor, based in Gulf Shore, AL, with 18 years of industry experience.
Location
117 Cove Ave, Gulf Shore, AL, 36542
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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
Robert is a founding partner at Grant Wealth Management LLC, where he dedicates full-time hours to insurance and financial services, including life, disability, and long-term care insurance. He also serves as an investment advisor for TrueWealth Advisors, LLC, dedicating about a quarter of his time to financial planning, asset management, and third-party money management.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Truewealth Advisors, LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations13 states
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