Grant Marshall Reeves
Investment adviser representative at Corevision Financial Group
10 yearsExperience
1 stateRegistered in
$1.2BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Corevision Financial GroupMay 2023 to now
- Cvfg LLC d/b/a Corevision Financial GroupMay 2023 to now
- LPL Financial, LLCSep 2020 to now
- Grant Reeves Law LLCOct 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Corevision Financial Group
Legal name: Cvfg LLC
$1.2BAssets managed
1,310Clients
10Advisers
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
- 7289394
- Firm CRD
- 325310