Grant Halls, AAMS®, CFP®

VP - Financial Consultant

+1 913-323-2657

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2010-present
  • Financial Advisor, Edward Jones, 2006-2010

Education

  • BA, Economics, University of Colorado-Boulder

Personal interests and affiliations

  • Boy Scouts of America - Troop 792 Treasurer, 2019-2020
  • Boy Scouts of America - Cub Scout leader, 2011-2018

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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