Theodore Grant is a registered investment advisor, based in Austin, TX, with 11 years of industry experience.
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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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
Theodore works full-time as a financial professional at 49 Wealth Management and is a Registered Representative at Oakwood Capital Securities. He also works as a Fixed Insurance Agent at Financial Independence Group and is a Senior Associate at Brant Hickey, creating structured annuities for personal injury attorneys' clients, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations11 states
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