Grant Patrick samuel Francis
Investment adviser representative at Westminster Financial Advisory Corp
12 yearsExperience
1 stateRegistered in
$1.4BFirm 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.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Westminster Financial Advisory CorpSep 2022 to now
- Westminster Financial Securities, Inc.Mar 2022 to now
- Lytle Park HotelOct 2021 to Mar 2022
- University of CincinnatiJun 2020 to Dec 2021
- 21c Museum HotelDec 2018 to Oct 2021
- Cincinnati StateAug 2018 to May 2020
- PrimericaJul 2018 to Feb 2019
- Bob EvansJul 2016 to Jul 2018
- Springboro HsAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Westminster Financial Advisory Corp
$1.4BAssets managed
2,029Clients
35Advisers
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
- 7532938
- Firm CRD
- 110283