GA
Grant T. Augustini
VIVID WEALTH MANAGEMENT LLC
SOUTHLAKE, TX 76092
Some features on this profile are disabled
CRD#: 7049044
GA
Professional summary
Grant Toller Augustini is a registered financial advisor currently at VIVID WEALTH MANAGEMENT LLC located in Southlake, Texas.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Grant has worked at 1 firm and has passed the Series 65 exam.
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.
VIVID FINANCIAL GROUP; INVESTMENT RELATED; INSURANCE AGENT; START DATE 05/2019; GRAPEVINE, TX; APPROXIMATELY 50% OF TIME
CRS (Client Relationship Summary) - RIA
Click below to view Grant Toller Augustini'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
May 19, 2024 - Present
VIVID WEALTH MANAGEMENT LLC
Office #1: 420 N Carroll Ave Suite 160, Southlake, TX 76092RIA
CRD#: 328095
SOUTHLAKE, TX
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
Texas(5/19/2024)
Current Firm
VW
VIVID WEALTH MANAGEMENT LLC
VIVID WEALTH MANAGEMENT LLC | VIVID WEALTH MANAGEMENT, LLC
CRD#: 328095 / SEC#:
Texas
Registered Investment Advisory firm - (11/3/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
420 N Carroll Ave Suite 160, Southlake, TX 76092
Mailing Address
Phone number
(817) 734-6592
Established
Firm type
Fiscal year end
# of Employees
1
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.
