Grant Mcginty
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Grant Mcginty? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Feb 2024 to now
- Charles Schwab Bank, SsbFeb 2024 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to Oct 2023
- Concurrent Investment Advisors dba Legacy Private Wealth PrtApr 2021 to Feb 2024
- Concurrent AdvisorsApr 2021 to May 2023
- Raymond James Financial Services Advisors, IncApr 2021 to May 2023
- Raymond James Financial Services, IncApr 2021 to May 2023
- Charles Schwab Bank, SsbFeb 2021 to Apr 2021
- Charles Schwab & Co., Inc.Jun 2019 to Apr 2021
- Legacy Private Wealth PartnersMay 2018 to Aug 2018
- Schwartz Mabry Private Wealth AdvisoryMay 2018 to Aug 2018
- Victory CapitalMay 2017 to Aug 2017
- StudentJan 2014 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6951954
- Firm CRD
- 5393