Grant Fuller

from Switchpoint Financial Planning LLC
SEC regulated
Regulated Investment Advisor
Grant Fuller is a financial advisor based in Utah, Lehi, with 13 years of experience. Grant currently works for Switchpoint Financial Planning LLC. Grant maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Grant Fuller works at Switchpoint Financial Planning LLC
Switchpoint Financial Planning LLC is a financial advisory firm based in Lehi, Utah. It currently has approximately $156,872,918 of assets under management and employs about 3 people. Switchpoint Financial Planning LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2901 W Bluegrass Blvd, Suite 200 - 26, Lehi, Utah, 84043

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