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Grant Roger Maddox

Grant R. Maddox

ORIGIN INVESTMENT ADVISORY LLC
CHARLESTON, SC
Some features on this profile are disabled
CRD#: 7121585
Grant Roger Maddox

Professional summary

Grant Roger Maddox, CFP® is a registered financial advisor currently at ORIGIN INVESTMENT ADVISORY LLC located in Charleston, South Carolina and HAMPTON PARK FINANCIAL PLANNING located in Charleston, South Carolina.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Grant has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Employee and Employer Plan Ben...
Insurance Planning
Socially Responsible Investing
Budgeting
Estate Planning
Life Transitions
Do you have an area of expertise or specialization?
AUM
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Corporate Executives
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.
Name: Origin Investment Advisory LLC, d.b.a. Origin Financial LLC; Investment-Related: Yes; Address: 548 Market Street, San Francisco, CA 94104; Nature of the business: financial services; Start date: 10/20/2021; Position: Financial Planner; Approx. 10 hours/month; Approx. 10 hours/month during trading hours; Provide investment advice and/or financial planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Roger Maddox'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

November 1, 2021 - Present

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
CHARLESTON, SC
Current

January 4, 2022 - Present

HAMPTON PARK FINANCIAL PLANNING

RIA
CRD#: 317332
Charleston, SC
Past

May 15, 2019 - September 1, 2021

DETTERBECK WEALTH MANAGEMENT

RIA
CRD#: 111594
CHARLESTON, SC

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
California
(3/29/2024)
IAR
South Carolina
(11/1/2021)
IAR
Texas
(5/23/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/27/2018
Uniform Investment Adviser Law Examination

Current Firm

HAMPTON PARK FINANCIAL PLANNING
HAMPTON PARK FINANCIAL PLANNING
HAMPTON PARK FINANCIAL PLANNING | HAMPTON PARK FINANCIAL PLANNING, LLC | HAMPTON PARK FINANCIAL PLANNING LLC

CRD#: 317332 / SEC#:

California
Registered Investment Advisory firm - (3/29/2024 Approved)
South Carolina
Registered Investment Advisory firm - (1/4/2022 Approved)
Texas
Registered Investment Advisory firm - (5/12/2022 Conditional Restricted)
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Contact information

Main Address
Charleston, SC
Mailing Address
Phone number
(847) 899-3461
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts226
AUM (Assets Under Management)$ 15,440,545

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.

Company Information

HAMPTON PARK FINANCIAL PLANNING

HAMPTON PARK FINANCIAL PLANNING

CRD#: 317332Charleston, SC

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