Grant
Francis
Westminster Financial Advisory Corp
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About this Advisor
Grant Francis is a financial advisor working in Dayton, Ohio with a total of 1 year of relevant experience. Francis is an employee of Westminster Financial Advisory Corp. Over the course of their career, Francis has held roles at Westminster Financial Securities, Inc, Lytle Park Hotel, 21C Museum Hotel, University Of Cincinnati, Cincinnati State, Primerica, Bob Evans, Olive Garden, Springboro Hs and Springboro Jhs. Francis maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Westminster Financial Advisory Corp is a registered investment business based in Dayton, OH. It has offices in 12 locations and a total of 35 people on staff. It has $748 million in assets under management among its 2,007 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm provides services to three charities and foundations. Of its 2,007 client accounts, 17% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on the services offered. However, fee types billed by Westminster Financial Advisory Corp most likely are comprised of some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westminster Financial Advisory Corp Brokerage Details
$748,447,741
35
2,007
$372,919
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Grant Francis Work History
Grant has been registered as a financial advisor for 1 years.*
Westminster Financial Securities, Inc
Lytle Park Hotel
University Of Cincinnati
21C Museum Hotel
Cincinnati State
Primerica
Bob Evans
Olive Garden
Springboro Hs
Springboro Jhs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Grant Francis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westminster Financial Advisory Corp
Dayton, OH
Dayton, OH
Spring Hill, TN
Dayton, OH
Dayton, OH
Andover, MA
West Hartford, CT
Dayton, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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