Grant R. Hall

ENVISION FINANCIAL PLANNING

Memphis, TN 38137

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CRD#: 7259548

Professional summary

Grant Robert Hall is a registered financial advisor currently at ENVISION FINANCIAL PLANNING, LLC located in Memphis, Tennessee.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Grant has worked at 5 firms and has passed the Series 66, Series 7TO and SIE 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.

**Fellowship Memphis Church; Memphis TN 38111; Not investment related; Volunteer; 02/2012-Present; 4 hrs/month; 0 trade hrs. **Target; Memphis, TN 38117; Not investment related; Retail Sales/Services; Employee; 02/2020-Present; 60 hrs/mo; 0 trade hrs. SHOEMAKER FINANCIAL POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2020 ADDRESS: 2176 West St, Suite 100, Germantown TN 38138, United States DESCRIPTION: Fixed insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Robert Hall's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 31, 2024 - Present

ENVISION FINANCIAL PLANNING, LLC

Office #1: 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137

RIA

CRD#: 321790

Memphis, TN

Past

October 4, 2023 - July 19, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Memphis, TN

Past

September 29, 2023 - July 19, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

Memphis, TN

Past

August 10, 2023 - September 27, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

GERMANTOWN, TN

Past

August 10, 2023 - September 27, 2023

CETERA WEALTH SERVICES, LLC

CRD#: 13572

GERMANTOWN, TN

Past

October 13, 2020 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

GERMANTOWN, TN

Past

July 29, 2020 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

GERMANTOWN, TN

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".

ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA

Registered Investment Advisory firm - (6/13/2022 Approved)

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

Tennessee
(7/31/2024)

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

State Security Law Exam

IAR

Series 66

Date: 10/5/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/29/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/6/2020

Securities Industry Essentials Examination

Current Firm

ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA

Registered Investment Advisory firm - (6/13/2022 Approved)

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Contact information

Main Address

5100 Poplar Avenue, Suite 2428, Memphis, TN 38137

Mailing Address

Phone number

(901) 422-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ENVISION FINANCIAL PLANNING FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	986
AUM (Assets Under Management)	$ 390,967,161

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.

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Advisor Monitoring

Firm Stability Insights

Grant R. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Robert Hall's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ENVISION FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/5/2020

Series 7TO

Date: 7/29/2020

SIE

Date: 7/6/2020

Current Firm

ENVISION FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVISION FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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