Grant Raskin (CRD# 5103127) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chalfont, PA and has over 13 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Oct 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Oct 2023 - Current | < 1 |
| Bcwm Realty Group LLC | Yardley, PA | Aug 2023 - Current | < 1 |
| Bucks County Wealth Management | Chalfont, PA | Jan 2023 - Current | 1 |
| Maxim Sports Cards | Chalfont, PA | Apr 2019 - Current | 5 |
| Mgr Financial Management | Chalfont, PA | May 2014 - Current | 9 |
| Lpl Financial, LLC | Chalfont, PA | May 2013 - Oct 2023 | 10 |
| Wealthcare Advisory Partners Llc (dba: Mgr Wealth Management) | Chalfont, PA | May 2018 - Apr 2020 | 1 |
| Private Advisor Group, LLC | Chalfont, PA | Feb 2014 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- PA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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