Daniel Roy Grover
CFP®Professional Summary
Daniel Roy Grover, CFP®, who also goes by Dan Grover, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 2001 - 2017. Daniel had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Education Funding
- Business Services
- Investment Management
- Tax Planning
- Financial Planning
- Retirement Planning
Specializations
Biography
Dan enjoys helping individuals, families, and businesses apply biblical principles so they can make wise financial decisions that enrich their lives. Having clients trust him with something so important is one of the best feelings in the world. Dan currently serves on the board of directors for Water Mission. He and his wife Nancy live in Marvin, North Carolina.
Other Aliases
Dan Grover
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
29 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
BLUE RONALD & CO LLC | RONALD BLUE INSTITUTIONAL SERVICES | RONALD BLUE & CO., LLC | RONALD BLUE & CO. LLC | RONALD BLUE & CO LLC | FAMILY OFFICE | EVERYDAY STEWARD
Contact Information
Main Address
300 Colonial Center Parkway Suite 300, Roswell, GA 30076-8843Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Daniel
- Estate & Legacy Planning
- Education Funding
- Business Services
- Investment Management
- Tax Planning
- Financial Planning
- Retirement Planning
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