GranvilleWashington- Financial Advisor Charlotte, NC

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General Information

Firm Start Year

CRD#

6322529

Firm CRD#

7691

Insurance License#

17456310

States Licensed in

All 50 states

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Wells Fargo bank Business Banking 2012-2014 Vanguard : Client Relationship Specialist (Business Development Group) 2014-2015 LPL Financial: Advisor Backoffice 2015 Wells Fargo Advisors: Investment Resource Consultant 2015-2017 PNC Investments: Sr Financial Advisor 2017-2022 Merrill Lynch Wealth Management: VP Wealth Management Advisor 2022-Present

Work with the following types of clients

Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Life, Health, Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$3,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

1%-1.25%

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891417/paladinregistry-Merrill-Lynch-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Granville Washington

Merrill Lynch