John Grant
Plan Manager at Lpl Financial
Based in Hartford, United States
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Seniority
Manager
Department
Operations
Location
Hartford
Industry
Financial Services
Company size
14K
Contact information
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j•••••••@••••••.com
Phone
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Background
About John Grant
I obtained my bachelors degree in business marketing from Central Connecticut State University. I have passed the Securities Industry Essentials Exam (SIE) and have my financial planning certificate from New York University. I am a versatile individual with professional experience in accounting, finance, technology, and customer service. I am well versed in financial software including Right Capital, eMoney, and MoneyGuide Pro. Currently, I am a Plan Manager at LPL Financial producing quality financial plans for my advisors and their clients. I am pursuing my CFP designation and look forward to continuing my career in the financial industry.
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