Grant Reid Raskin

Current Employers

Employment History

• 05/2013 → 10/2023
  Lpl Financial, Llc
  Chalfont, PA
• 02/2014 → 05/2018
  Private Advisor Group, Llc
  Chalfont, PA
• 05/2018 → 04/2020
  Wealthcare Advisory Partners Llc (Dba: Mgr Wealth Management)
  Chalfont, PA
• 10/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2023 → Present
  Bucks County Wealth Management
  Chalfont, PA
• 08/2023 → Present
  Bcwm Realty Group Llc
  Yardley, PA
• 04/2019 → Present
  Maxim Sports Cards
  Chalfont, PA
• 05/2014 → Present
  Mgr Financial Management
  Chalfont, PA

Previous Registrations

• 2013-05-23 → 2023-10-20
  Lpl Financial Llc
  Huntingdon Valley, PA
  Hamilton, NJ
  King Of Prussia, PA
  Chalfont, PA
• 2018-05-17 → 2020-04-21
  Wealthcare Advisory Partners Llc
  Chalfont, PA
  West Chester, PA
• 2014-02-26 → 2018-05-29
  Private Advisor Group, Llc
  Huntingdon Valley, PA
  Morristown, NJ
  King Of Prussia, PA
  Chalfont, PA
• 2011-11-29 → 2013-04-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jenkintown, PA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2012 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: BUCKS COUNTY WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: BCWM REALTY GROUP LLC INVESTMENT RELATED: NO ADDRESS: 1100 QUARRY COMMINS DRIVE YARDLEY, PA NATURE OF BUSINESS: COMMERCIAL BUILDING START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PARTNER 4. NAME OF OTHER BUSINESS: MAXIM SPORTS CARDS INVESTMENT RELATED: NO ADDRESS: CHALFONT, PA NATURE OF BUSINESS: BUYING AND SELLING OF SPORTSCARDS START DATE: 04/2019 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: BUYING AND SELLING SPORTSCARDS 5. NAME OF OTHER BUSINESS: MGR FINANCIAL MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR; 6. NAME OF OTHER BUSINESS: FINANCIAL EDUCATION SUCKS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PODCAST; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PODCAST TO PROVIDE FINANCIAL EDUCATION AND INTERVIEWS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-21
• S63 Uniform Securities Agent State Law Examination
  2011-01-06

Other Names

• Grant Reid Raskin
• Grant Raskin