GH
GH

Grant Heflin

13 Years of Experience
Memphis, TN
Broker

Grant Heflin is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1100 Ridgeway Loop Road, Memphis, TN, 38120

Get directions

History

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2015 - Present · 11 yrs
Raymond James & Associates, INC.Broker
July 2015 - Present · 11 yrs
Previous Registrations
Securian Financial Services, INC.
April 2013 - July 2015 · 2 yrs 3 mos
Securian Financial Services, INC.Broker
February 2013 - July 2015 · 2 yrs 5 mos
State Registrations16 states
ALARCADCFLGAINLAMDMOMSNCTNTXUTWY
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.