Grant R. Milner, AWMA

Grant R. Milner, AWMA

Executive Vice President / Investment Adviser Representative

 

Grant has been an Investment Advisor representative for over 12 years. He enjoys reading and staying up to date on current financial events. Grant is highly knowledgeable about investment choices and is the person to talk to if you have any questions about what investments are right for you. 

 

Grant holds the following professional designation:

Accredited Asset Management Specialist (AAMS)

The Accredited Asset Management Specialist (AAMS) designation is awarded by the College of Financial Planning to students who:

  • successfully complete the self-study AAMS program;
  • pass the [mal examination; and
  • comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions

The self-study program covers the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; taxation of investment products; investment opportunities for individual retirement; investment considerations for small business owners; executive compensation and benefit plans; insurance products for investment clients; estate planning; and regulatory and ethical issues.

Successful students receive a certificate and are granted a right to use the designation for a two-year period. Continued use of the AAMS designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AAMS designation by:

  • completing 16 hours of continuing education;
  • reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions; and
  • paying a fee to continue using the designation.

Accredited Wealth Management Advisor (AWMA)

The Accredited Wealth Management Advisor(AWMA) designation is awarded by the College of Financial Planning to students who:

  • successfully complete the self-study AWMA  program;
  • pass the final examination; and
  • comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions.

The self-study program provides advanced knowledge of asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors.

Successful students receive a certificate and are granted the right to use the designation for a two-year period. Continued use of the AWMA designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AWMA designation by:

  • completing 16 hours of continuing education;
  • reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions; and
  • paying a biennial fee to continue using the designation.  
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck