Grant R. Kasser
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Grant Robert Kasser was a registered financial professional .
Grant is a previously registered financial professional and started their career in finance in 2016. Grant had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 4, 2018 - November 4, 2021
20/20 CAPITAL MANAGEMENT, INC
November 16, 2017 - November 24, 2021
AMERITAS INVESTMENT COMPANY, LLC
April 10, 2017 - August 29, 2017
FINANCE 500, INC.
August 9, 2016 - November 29, 2016
CADARET, GRANT & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
20/20 CAPITAL MANAGEMENT, INC
CRD#: 281692 / SEC#: 801-106924
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,427 |
| AUM (Assets Under Management) | $ 676,645,493 |
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.
