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John Grant

LPl Financial LLC

Plantsville, CT

Fort Mill, SC

CRD 7592648

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-05-28
SC RA APPROVED 2026-05-28
  • CT RA
    APPROVED
    Since 2026-05-28
  • SC RA
    APPROVED
    Since 2026-05-28

Branch Locations

Plantsville, CT • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Fort Mill SC 07/2022 Present
Right Capital Shelton CT 04/2021 07/2022
Andrew Kipperman Cpa Office Hamden CT 11/2020 04/2021
Wood N Tap Wallingford CT 06/2014 07/2022
  • 07/2022 → Present
    Lpl Financial Llc
    Fort Mill, SC
  • 04/2021 → 07/2022
    Right Capital
    Shelton, CT
  • 11/2020 → 04/2021
    Andrew Kipperman Cpa Office
    Hamden, CT
  • 06/2014 → 07/2022
    Wood N Tap
    Wallingford, CT
Designations
  • Certified Financial Planner

View on SEC IAPD

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