Grant R. Winger
Professional summary
Grant Raymond Winger, who also goes by Grant Winger, is a registered financial advisor currently at INSIGHT WEALTH PARTNERS located in Plano, Texas.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Grant has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grant Raymond Winger's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 22, 2024 - Present
INSIGHT WEALTH PARTNERS
Office #1: 3333 Premier Drive Suite 800, Plano, TX 75023August 16, 2022 - December 15, 2023
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
INSIGHT WEALTH PARTNERS
CRD#: 153635 / SEC#: 801-71491
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2024)
Exams
Series 7TO
Date: 8/16/2022
General Securities Representative ExaminationCurrent Firm
INSIGHT WEALTH PARTNERS
CRD#: 153635 / SEC#: 801-71491
Contact information
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,062 |
| AUM (Assets Under Management) | $ 970,284,631 |
Red Flags
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