Michael Jerome Grant
ChFC®Professional Summary
Michael Jerome Grant, ChFC® is a registered financial advisor currently at 22 SEVEN WEALTH MANAGEMENT INC located in Panama City, Florida and IP FINANCIAL ADVISORY SERVICES LLC located in Panama City, Florida. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
FALCON WEALTH PLANNING, LLC
WEDBUSH SECURITIES INC.
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FALCON WEALTH PLANNING, LLC
WEDBUSH SECURITIES INC.
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FALCON WEALTH PLANNING, LLC
WEDBUSH SECURITIES INC.
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
WEDBUSH SECURITIES INC.
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC
Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
FALCON WEALTH PLANNING, LLC
WEDBUSH SECURITIES INC.
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC
Current Firm
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
Contact Information
Main Address
5950 Fairview Road, Suite 140, Charlotte, NC 28210Phone Number
(980) 326-3335# of Employees
112SEC notice filing (48 States and Territories)
Registered to provide investment advisory services in 48 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,686AUM (Assets Under Management)
$481,397,453Similar Advisors
FALCON WEALTH PLANNING, LLC
WEDBUSH SECURITIES INC.
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
WEDBUSH SECURITIES INC.
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC
Primary Firm SEC Registration
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
State Registrations and Notice Filings
(10/7/2020)
(5/4/2018)
(9/30/2020)
(9/16/2020)
(8/29/2020)
(3/14/2022)
(5/12/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2005About the Series 6 examSRO Registrations
Similar Advisors
FALCON WEALTH PLANNING, LLC
WEDBUSH SECURITIES INC.
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Jerome Grant's CRS (Customer Relationship Summary).
Similar Advisors
FALCON WEALTH PLANNING, LLC
WEDBUSH SECURITIES INC.
HIGHTOWER ADVISORS, LLC
LPL FINANCIAL LLC