Grant Alan Joiner

Employer firm

Vineyard Wealth Group, LLC CRD 330619

$22.9M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → 11/2020
  Charles Schwab & Co., Inc.
  Tysons Corner, VA
• 11/2012 → 11/2020
  Charles Schwab Bank
  Tysons Corner, VA
• 12/2020 → 10/2024
  Martha'S Vineyard Savings Bank
  West Tisbury, MA
• 12/2020 → 10/2024
  Lpl Financial Llc
  West Tisbury, MA
• 12/2020 → 10/2024
  Martha's Vineyard Investment Advisors, Llc
  West Tibury, MA
• 12/2024 → Present
  Vineyard Wealth Group, Llc
  West Tisbury, MA

Previous Registrations

• 2020-12-08 → 2024-11-06
  Martha'S Vineyard Investment Advisors, Llc
  West Tisbury, MA
• 2012-07-24 → 2020-12-09
  Charles Schwab & Co., Inc.
  Washington, DC
  Phoenix, AZ
  Phoenix, AZ
  New York City, NY
  Tysons Corner, VA
  Washington, DC
  Tysons Corner, VA
  Reston, VA

Exams

• S66 Uniform Combined State Law Examination
  2012-07-23
• S63 Uniform Securities Agent State Law Examination
  2007-09-24

Designations

• Certified Financial Planner