Grant Woodcock
Investment adviser representative at Halo Investment Services, LLC
13 yearsExperience
1 stateRegistered in
$75.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Experience
13 years in the industry.
- Halo Investment Services, LLCJul 2026 to now
- Halo InvestingAug 2022 to now
- Luma Financial TechnologiesOct 2020 to Aug 2022
- Law Winton Road LLCAug 2020 to Oct 2020
- UnemployedMay 2020 to Aug 2020
- University of CincinnatiAug 2019 to Apr 2020
- Northwestern MutualMay 2018 to Oct 2018
- University of AlabamaAug 2015 to May 2019
- Mercedes Benz of Fort MitchellOct 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Halo Investment Services, LLC
$75.2MAssets managed
0Clients
23Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6951474
- Firm CRD
- 325613