Walter Grant

Memphis, Tennessee, United States Contact Info
3K followers 500+ connections

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About

I serve as an investment fiduciary on retirement plans and leverage my experience and…

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Experience & Education

  • HUB International

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Licenses & Certifications

Organizations

  • TRAU - The Retirement Advisor University

    Adjunct Lecturer

    - Present

    TRAU, The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning a certification that has real meaning to plan sponsor clients, prospects, and the retirement industry.

  • National Association of Plan Advisors

    Member

    - Present

    The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors.

  • RPAG

    Member

    - Present

    Founded in 2004, RPAG is an exclusive alliance that shares one common goal – to create successful retirement plan outcomes for millions of hard-working Americans. RPAG’s premier practice management platform provides advisors with powerful systems, technology, compelling reports, and custom investment solutions, all surrounded by world-class training and support. RPAG’s advisors across the U.S serve over 60,000 plan sponsors, more than $500 billion in assets under influence, and 4 million plan…

    Founded in 2004, RPAG is an exclusive alliance that shares one common goal – to create successful retirement plan outcomes for millions of hard-working Americans. RPAG’s premier practice management platform provides advisors with powerful systems, technology, compelling reports, and custom investment solutions, all surrounded by world-class training and support. RPAG’s advisors across the U.S serve over 60,000 plan sponsors, more than $500 billion in assets under influence, and 4 million plan participants.

  • Fi360

    Member

    - Present

    Fi360, a fiduciary education, training, and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors.

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