GA
CFP
GA
CFP

Grantham Akerly

6 Years of Experience
Addison, TX
Broker

Grantham Akerly is a CFP-designated registered investment advisor, based in Addison, TX, with 6 years of industry experience.

Location

15725 Dallas Parkway, Suite 600, Addison, TX, 75001

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 →
Other Business Activities

Grantham works as an investment analyst for CFO4LIFE Group, LLC, dedicating nearly full-time hours to this role. He also serves as a registered representative for Ausdal Financial Partners, Inc., spending minimal time on this activity.

Employment History
Current Registrations
Allworth Financial, L.P.
September 2025 - Present · 10 mos
Aw SecuritiesBroker
September 2025 - Present · 10 mos
Previous Registrations
Cfo4life
June 2020 - September 2025 · 5 yrs 3 mos
Ausdal Financial Partners, INC.Broker
January 2020 - September 2025 · 5 yrs 8 mos
State Registrations1 state
TX
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.
Grantham Akerly - Financial Advisor | TrueAdvisor