Blanchard I. Granville

GRANVILLE WEALTH MANAGEMENT

Pinehurst, NC

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CRD#: 1272094

Professional summary

Blanchard Irving Granville, CFP®, who also goes by Bam Granville, Blanchard I Granville, is a registered financial advisor currently at GRANVILLE WEALTH MANAGEMENT, INC. located in Pinehurst, North Carolina.

Blanchard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Blanchard has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Estate Planning

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Bam Granville | Blanchard I Granville

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

GRANVILLE FINANCIAL, INC. - INSURANCE BUSINESS SINCE 1987, LOCATION: 110-C APPLECROSS ROAD, PINEHURST, NC 28374. THIS BUSINESS INVOLVES RECOMMENDATIONS FOR LIFE INSURANCE AND ANNUITIES,RECEIVE COMMISSIONS, SPEND ABOUT 20 HOURS A MO. ON THIS. TAX PREPARATION, SELF EMPLOYED, REC. FEES, SINCE 1990,SPEND ABOUT 40 HOURS A MONTH DURING TAX SEASON. TRUSTEE OR EXECUTOR FOR A FEW ACCOUNTS SINCE 2007 AND RECEIVE A FEE, SPEND ABOUT 10 HOURS A MO. MANAGING FINANCIAL AFFAIRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blanchard Irving Granville's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

June 11, 2019 - Present

GRANVILLE WEALTH MANAGEMENT, INC.

RIA

CRD#: 300751

Pinehurst, NC

Past

April 14, 2009 - July 2, 2018

MID-ATLANTIC SECURITIES, INC.

RIA

CRD#: 18836

PINEHURST, NC

Past

December 31, 2001 - June 17, 2004

MAI CORPORATION

RIA

CRD#: 115292

SOUTHERN PINES, NC

Past

March 30, 1995 - July 2, 2018

MID-ATLANTIC SECURITIES, INC.

CRD#: 18836

PINEHURST, NC

Past

March 6, 1995 - March 28, 1995

MID-ATLANTIC SECURITIES, INC.

CRD#: 18836

Past

March 10, 1993 - March 16, 1995

INTERCAROLINA FINANCIAL SERVICES, INC.

CRD#: 19475

GREENSBORO, NC

Past

May 18, 1989 - March 10, 1993

B.E. HOLDRIDGE SECURITIES, INC.

CRD#: 23823

Past

September 9, 1988 - May 5, 1989

CAPITAL CONCEPTS SECURITIES, INC.

CRD#: 14817

Past

May 11, 1988 - September 19, 1988

FSC SECURITIES CORPORATION

CRD#: 7461

Past

December 22, 1986 - May 5, 1989

CAPITAL CONCEPTS SECURITIES, INC.

CRD#: 14817

Past

March 29, 1985 - December 15, 1986

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

Past

July 27, 1984 - March 25, 1985

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/11/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/6/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/21/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/13/1997

General Securities Principal Examination

Current Firm

GRANVILLE WEALTH MANAGEMENT, INC.

GRANVILLE FINANCIAL, INC. | GRANVILLE WEALTH MANAGMENT, INC. | GRANVILLE WEALTH MANAGEMENT, INC.

CRD#: 300751 / SEC#:

North Carolina

Registered Investment Advisory firm - (6/11/2019 Approved)

Texas

Registered Investment Advisory firm - (12/24/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Pinehurst, NC

Mailing Address

Phone number

(910) 986-0763

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 51,048,371

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Blanchard I. Granville

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blanchard Irving Granville's CRS (Customer Relationship Summary).

Certified licenses

Experience

MID-ATLANTIC SECURITIES, INC.

MAI CORPORATION

MID-ATLANTIC SECURITIES, INC.

MID-ATLANTIC SECURITIES, INC.

INTERCAROLINA FINANCIAL SERVICES, INC.

B.E. HOLDRIDGE SECURITIES, INC.

CAPITAL CONCEPTS SECURITIES, INC.

FSC SECURITIES CORPORATION

CAPITAL CONCEPTS SECURITIES, INC.

ROBERT THOMAS SECURITIES, INC

FIRST UNION CAPITAL MARKETS CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/1997

Series 63

Date: 8/28/1984

SIE

Date: 7/2/2018

Series 7

Date: 7/21/1984

Series 24

Date: 11/13/1997

Current Firm

GRANVILLE WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRANVILLE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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