Grant Patrick Samuel Francis

Westminster Financial Advisory CORP

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningBusiness Owners

Westminster Financial Advisory CORP

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

2,022 clients

Average Client Portfolio

$606K average

Assets Under Management

$1.2B

Fee Structure

Location

50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440

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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.

Employment History

Current Registrations

Westminster Financial Advisory CORP

September 2022 - Present · 3 yrs 5 mos

Westminster Financial Securities, INC.Broker

May 2022 - Present · 3 yrs 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.