Grant Maddox (CRD# 7121585) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Boston, MA and has over 6 years of experience in the finance industry. Grant Maddox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5584198
Fidelity Personal And Workplace Advisors
CRD# 2887754
Fidelity Personal And Workplace Advisors
CRD# 2928487
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Investment Advisory Llc D.b.a. Origin Financial, LLC | San Francisco, CA | Oct 2021 - Current | 2 |
| Hampton Park Financial Planning, LLC | Charleston, SC | Oct 2021 - Current | 2 |
| Morrow Retirement Planning | San Francisco, CA | Nov 2021 - Dec 2021 | < 1 |
| Dwm Financial Group, Inc. | Charleston, SC | Oct 2016 - Sep 2021 | 4 |
| College Of Charleston | Charleston, SC | Jan 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts133ACCOUNTS
-
Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.