Walter Grant Email & Phone Number
Senior Vice President @ HUB International
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Walter Grant Location
- Memphis, TN, US
Walter Grant Work
- 2021 -now Senior Vice President @
- 2012 -now President @
- 2012 -now Accredited Investment Fiduciary® (AIF®) @
- 2020 -now Retirement Plan Advisor @
- 2012 -now RPAG Member @
- 2016 -now Adjunct Lecturer @
- 2017 -2020 Director of Retirement Plan Services @ Capital Financial Group, LLC
- 2012 -2017 Director of Retirement Plan Services @ The Partners Group
- 1998 -2012 Financial Advisor - ChFC®, CRPS®, AIF® @ New England Financial
Walter Grant Education
- TRAU - The Retirement Advisor University
Certified 401(k) Professional (C(K)P®) (Retirement Planning)
2015-2015 - College for Financial Planning
Certified Retirement Plan Specialist | CRPS® (Retirement Plans)
2012-2012 - Fi360
Accredited Investment Fiduciary (AIF®) (Investment Fiduciary)
2012-2012 - The American College of Financial Services
Chartered Financial Consultant (ChFC®) (Financial Planning and Services)
2011-2011 - University of Mississippi
B.A. Accountancy (Accounting)
1993-1997 - National Association of Plan Advisors
Cerified Plan Fiduciary Advisor | CPFA (Retirement Plan Fiduciary)
2016
Walter Grant Skills
- 401k
- Strategic Financial Planning
- Retirement
- Retirement Planning
- Financial Services
- Securities
- Fixed Annuities
- Employee Benefits
- Series 6
- Mutual Funds
- Life Insurance
- IRAs
- Long-term Care
- Pensions
- Financial Planning
- Investments
- Financial Advisory
- 401(k) Retirement Savings Plans
- 401k Retirement Savings Plans
- Marketing
- Long Term Care
- Disability Insurance
- Leadership
- Project Management
- Strategic Planning
- Microsoft Office
- 401 Retirement Savings Plans
- Fiduciary Services
- FINRA
Walter Grant Summary
- Walter Grant, based in Memphis, TN, US, is currently a Senior Vice President at HUB International. Walter Grant brings experience from previous roles at Aegis Retirement Group, GRP Advisor Alliance and RPAG. Walter Grant holds a 2015 - 2015 Certified 401(k) Professional (C(K)P®) in Retirement Planning @ TRAU - The Retirement Advisor University. With a robust skill set that includes 401k, Strategic Financial Planning, Retirement, Retirement Planning, Financial Services and more. Walter Grant has 1 emails and 2 mobile phone numbers on RocketReach.
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