CG
Carson J. Grover
LIFEWORKS ADVISORS
Logan, UT 84335
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CRD#: 6728419
CG
Professional summary
Carson James Grover is a registered financial advisor currently at LIFEWORKS ADVISORS, LLC located in Logan, Utah.
Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Carson has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Innovation Insurance; Not investment-related; 701 S Main St, 330, Logan, UT. 84335; Insurance sales; Recommendation of insurance products; Start date: 06/11/2024; Approx. 5% of time per month. 2) Innovation Consulting, LLC; Not investment-related; 701 S Main St, 330, Logan, UT; CEO and Owner; Tax strategy and exit planning consulting; Start date: 06/04/2024; Approx. 15% of time per month.
CRS (Client Relationship Summary) - RIA
Click below to view Carson James Grover'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®
NoneExperience
Current
June 25, 2024 - Present
LIFEWORKS ADVISORS, LLC
Office #1: 701 S Main St 330, Logan, UT, 84335RIA
CRD#: 288255
Logan, UT
Past
May 3, 2022 - September 6, 2024
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
Logan, UT
Past
January 26, 2021 - May 2, 2022
ONYX BRIDGE WEALTH GROUP LLC
RIA
CRD#: 306097
Logan, UT
Past
April 15, 2020 - January 26, 2021
HERITAGE WEALTH MANAGEMENT, LLC
RIA
CRD#: 287909
Logan, UT
Past
March 23, 2017 - April 9, 2020
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
LOGAN, UT
Past
December 22, 2016 - April 9, 2020
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
LOGAN, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)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
Utah(6/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
LA
LIFEWORKS ADVISORS, LLC
ARDENT WEALTH MANAGEMENT | THRIVEALIKE | NORTH CORNER WEALTH | LIFEWORKS ADVISORS, LLC | LEVEL 5 FINANCIAL, LLC | FIDUCIARY MANAGEMENT GROUP, INC. | EPIC INCOME ADVISORS | CADILLAC WEALTH ADVISORS | BRIGHT ADVISERS | BREAKOUT PRIVATE WEALTH LLC | BREAKOUT PRIVATE WEALTH
CRD#: 288255 / SEC#: 801-119648
RIA
Registered Investment Advisory firm - (10/14/2020 Approved)Florida
Registered Investment Advisory firm - (10/15/2020 Terminated)Louisiana
Registered Investment Advisory firm - (10/20/2020 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2020 Terminated)Texas
Registered Investment Advisory firm - (10/15/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (10/15/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 200-6512
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,785 |
| AUM (Assets Under Management) | $ 742,298,024 |
Red Flags
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Company Information
LIFEWORKS ADVISORS, LLC
CRD#: 288255Logan, UT 84335TRUST BUT VERIFY
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