Teodora
Grant

Usi Advisors

CRD#4769504
Investment Advisor
in Dallas, TX
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About this Advisor

Teodora Grant is a certified financial planner working in Dallas, Texas, with a total of 11 years in the industry. Grant is an employee of Usi Advisors. Over the course of their career, Grant has held roles at Wachovia Securities, LLC, Institutional Securities Corp, America'S 401K, Mcpherson Asset Management, 1St Global Capital Corp, Mml Investors Services LLC, N/A and Massmutual Life Insurance Co. Grant holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Usi Advisors is a company that has its headquarters in Dallas, Texas. The firm has offices in five locations and a total of 65 advisors. It oversees $19 billion in assets under management between its 714 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 61 charitable organizations. Usi Advisors has a broad array of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically are based on the financial services provided. However, fee types billed by Usi Advisors can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2711 N. Haskell Ave., Suite 2000
Dallas, TX 75204

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Usi Advisors Brokerage Details

Total Assets Under Management

$17,645,231,532

TX Average: $5,297,377,271
Total Number of Employees

82

TX Average: 35
Total Number of Accounts

700

TX Average: 690
Average Account Size

$25,207,474

TX Average: $7,677,358

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Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Teodora Grant Work History

Teodora has 11 years of experience.

2015 - 2017 (2 years)

Mml Investors Services LLC

2015 - 2017 (2 years)

Massmutual Life Insurance Co

2014 - 2014 (< 1 year)

N/A

2010 - 2014 (4 years)

1St Global Capital Corp

2009 - 2009 (< 1 year)

Wachovia Securities, LLC

2009 - 2009 (< 1 year)

Mcpherson Asset Management

2008 - 2009 (1 year)

Institutional Securities Corp

2007 - 2009 (2 years)

America'S 401K

Disclosures

Teodora Grant has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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