Grant Lagasse is a registered investment advisor, based in Rockville, MD, with 7 years of industry experience.
Location
2101 Gaither Rd, Ste 600, Rockville, MD, 20850
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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
Grant is an agent/broker for fixed insurance sales through Financial Advantage Brokerage, dedicating minimal time. He also works as an instructor at Montgomery College, teaching retirement planning, for a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations25 states
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.