Brad Grist, Aif®, Cpfa® Email and Phone Number
Brad Grist, Aif®, Cpfa® personal email
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Brad Grist, Aif®, Cpfa® is a Partner / CCO at Legacy 401k Partners, LLC at Legacy 401k Partners, LLC. He possess expertise in paramedic, supervisor.
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Partner, Chief Compliance OfficerLegacy 401K Partners, Llc Jan 2015 - PresentGrapevine, Texas, UsAt Legacy 401k Partners, our focus is exclusively on corporate retirement plans and the employees they serve. We partner with the largest retirement providers in the industry to ensure that our clients have access to some of the best investment options, lowest costs, and superior service available. In essence, our goal is to assist you, the employer, in providing the best retirement benefits available for your employees.By committing 100% of our daily business to corporate retirement plans, we are able to deliver high level service, products, and advice, regardless of how small or large the client and no matter how simple or sophisticated the situation. From Multi-Billion dollar corporations to small professional groups, we believe that all employees should have the ability to retire comfortably, through smart investment decisions and employer-sponsored plans that are easy to understand and utilize. After all, what good is a great retirement plan if your employees do not know how to use it?Specialties: 401(k) Plans, Safe Harbor Plans, Profit Sharing Plans, Cash Balance Plans, New Comparibility Plans, ERISA 403(b) Plans, Non-Qual Plans -
Financial AdvisorIsc Group, Inc. Jan 2008 - Aug 2015Dallas, Tx, UsISC Group, Inc. is affiliated with and Securities offered through Institutional Securities Corp (ISC), Member FINRA/SIPC. ISC Advisors is a subsidiary of ISC Group, Inc. -
Director Of OperationsIsc Group, Inc. Jan 2008 - Nov 2014Dallas, Tx, UsISC Group, Inc. is affiliated with and Securities offered through Institutional Securities Corp (ISC), Member FINRA/SIPC. -
Financial Advisor/PlannerAxa Advisors Apr 2007 - Dec 2007New York, Ny, UsAssist individuals, businesses, and institutions in implementing strategies to achieve their financial goals.
Brad Grist, Aif®, Cpfa® Skills
Brad Grist, Aif®, Cpfa® Education Details
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Naveen Jindal School Of Management, Ut DallasFinance -
Louisiana State UniversityFinance -
University Of CalgaryBusiness
Frequently Asked Questions about Brad Grist, Aif®, Cpfa®
What company does Brad Grist, Aif®, Cpfa® work for?
Brad Grist, Aif®, Cpfa® works for Legacy 401k Partners, Llc
What is Brad Grist, Aif®, Cpfa®'s role at the current company?
Brad Grist, Aif®, Cpfa®'s current role is Partner / CCO at Legacy 401k Partners, LLC.
What is Brad Grist, Aif®, Cpfa®'s email address?
Brad Grist, Aif®, Cpfa®'s email address is br****@****ail.com
What schools did Brad Grist, Aif®, Cpfa® attend?
Brad Grist, Aif®, Cpfa® attended Naveen Jindal School Of Management, Ut Dallas, Louisiana State University, University Of Calgary.
What skills is Brad Grist, Aif®, Cpfa® known for?
Brad Grist, Aif®, Cpfa® has skills like Paramedic, Supervisor.
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