Chase Grant
Chase Grant is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oklahoma City, OK, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7919 Mid America Boulevard, Suite 225, Oklahoma City, OK, 73135
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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
Chase is an insurance agent writing term, whole, and disability insurance, dedicating a few hours per week. He also owns Forecheck Financial Services LLC, providing financial services to clients, and Grant Estate Law, LLC, where he works as an attorney focusing on estate planning and administration; these activities each take about half of Chase's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations6 states
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