Grant Walker is a CFP-designated registered investment advisor, based in Lancaster, PA, with 14 years of industry experience.
Location
1570 Manheim Pike, Fl 1, Lancaster, PA, 17601
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Regulatory History
Clean regulatory record
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.
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Grant is a landlord, renting out a previous home as an investment property since 2018. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.
October 2020 - Present · 5 yrs 7 mos
Truist Advisory Services, INC.
October 2020 - Present · 5 yrs 7 mos
Truist Investment Services, INC.Broker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.Broker
September 2016 - January 2018 · 1 yr 4 mos
Bb&t Investment Services, INC.
September 2016 - January 2018 · 1 yr 4 mos
PNC Investments
October 2012 - September 2016 · 3 yrs 11 mos
PNC InvestmentsBroker
October 2012 - September 2016 · 3 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
April 2011 - July 2012 · 1 yr 3 mos
State Registrations1 state
PA
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.