Richard Finnigan Grant
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
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.Nov 2021 to now
- Charles Schwab Bank, SsbNov 2021 to now
- Ups/insync StaffingJun 2021 to Jul 2021
- Recreational Equipment IncMay 2021 to Jun 2021
- Amtech Tank LiningsMay 2020 to Aug 2020
- Amtech Tank LiningsApr 2019 to Dec 2019
- United States Marine Corps ReserveMar 2019 to Sep 2024
- United States Marine Corps Active Duty TrainingJul 2018 to Mar 2019
- Surefire AutoJul 2017 to Mar 2018
- MarshallsOct 2016 to Jan 2017
- Pizza 9-1-1Sep 2016 to Nov 2016
- Goffstown HighschoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7467225
- Firm CRD
- 5393