Richard Grant

at RFG Capital Management LLC & American Insurance Planners LLC

Financial Adviser at RFG Capital Management LLC in Gilbert, AZ

About

Richard F. Grant Jr. founded RFG Capital Management LLC and American Insurance Planners LLC with 25 years of experience in the financial services industry. Mr. Grant attended the University of Maryland, were he studied accounting and business. His first insurance license was obtained in California in 1986. He continued to obtain licenses like the securities license series 6 (1997), series 65 (1995) and the series 63 (1995). His leadership responsibilities have taken him to a variety of locations across the United States and the world which has allowed him to observe thousands of client situations in a variety of settings. Mr. Grant has taken his practice overseas to places like Japan and Germany, were he has established a large client base that consist of Military, Government employee’s, individuals and corporations. A lifetime of leadership, faithfulness and passion for business and his complete conviction for ethical principles all assist him in creating a strong financial services practice. Mr. Grant is a United States Marine Corps Veteran. He served his country well with honor and pride. Mr. Grant was honorably discharged from the United States Marine Corps and there after started his quest in the financial services industry. SEMPER FIDELIS (always faithful)

Address
1425 S Higley Rd. Ste 107 Higley in Gilbert, AZ 85296
Info
Languages: Japanese, German small amount of spanish
Year started: 1986

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Cfeeney52
Answered by Richard Stone
Mortgage Professional in Lancaster, PA
If you have 3-4 other open credit cards or revolving accounts with very low or zero balances and have been opened a longer time then it probably would not hurt your sc...
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management

Credentials

Licenses

Series 65

Background

Experience

Financial Planner
CFO, Managing Member
President & CEO

Education

University of Maryland