Grant Brown is a CFP-designated registered investment advisor, based in Warwick, RI, with 7 years of industry experience.
Location
67 Jefferson Blvd, Warwick, RI, 02888
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grant is a Vice President/Retirement Plan Consultant at Compensation Planning Inc., dedicating nearly full-time hours to ERISA compliance and retirement plan analysis. He also works as a Retirement Plan Consultant for Jefferson Advisors and an Investment Advisor for Kestra Advisory Services, LLC, spending about a quarter of his time on these investment-related activities, and dedicates minimal time as a board member of the Estate Planning Council of RI.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
State Registrations7 states
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