Benjamin Joseph Granger
Professional Summary
Benjamin Joseph Granger, who also goes by Ben Granger, is a registered financial advisor currently at HIGHLAND CAPITAL MANAGEMENT, LLC located in Memphis, Tennessee. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Benjamin has worked at 5 firms and has passed the Series 63, Series 87, Series 86 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ben Granger
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
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.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Years of Experience
24 years in the financial services industry
Current & Past Employments
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Current Firm
HIGHLAND CAPITAL MANAGEMENT CORP | HIGHLAND CAPITAL MANAGMENT, LLC | HIGHLAND CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
850 Ridge Lake Blvd Suite 205, Memphis, TN 38120Phone Number
(901) 761-9500# of Employees
21SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
957AUM (Assets Under Management)
$3,880,641,890Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/27/2025 | Cover Page | Report |
| 07/29/2024 | Cover Page | Report |
| 11/15/2023 | Cover Page | Report |
| 08/22/2023 | Cover Page | Report |
Similar Advisors
ENVISION FINANCIAL PLANNING, 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.
The advisor shows no other business activity.
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
Primary Firm SEC Registration
HIGHLAND CAPITAL MANAGEMENT CORP | HIGHLAND CAPITAL MANAGMENT, LLC | HIGHLAND CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(10/1/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2004About the Series 87 examSimilar Advisors
ENVISION FINANCIAL PLANNING, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Joseph Granger's CRS (Customer Relationship Summary).
Similar Advisors
ENVISION FINANCIAL PLANNING, LLC
