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Grant Dillingham Heemer

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
6,209 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,500
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Location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Grant is the treasurer for the Knollwood Village Civic Club, a non-profit neighborhood organization, since 2015. He spends about 10-20% of his time managing finances, fundraising, and managing the bank account.

Employment History
Current Registrations
Crossmark Global Investments, INC.
January 2021 - Present · 5 yrs 1 mo
Crossmark Distributors, INC.Broker
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Invesco Advisers, INC.
October 2010 - October 2020 · 10 yrs
Invesco Distributors, INC.Broker
September 2000 - October 2020 · 20 yrs 1 mo
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Grant Dillingham Heemer - Financial Advisor | TrueAdvisor