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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
Years of Experience
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Usi Advisors Brokerage Details
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Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Teodora Grant Work History
Teodora has 11 years of experience.
Mml Investors Services LLC
Massmutual Life Insurance Co
1St Global Capital Corp
Wachovia Securities, LLC
Mcpherson Asset Management
Institutional Securities Corp
Teodora Grant has disclosures.
Please visit their SEC profile for more details.