Advisor at Granville Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Granville Wealth Management, Inc.
Location
Pinehurst, NC
Credentials
CFP®, Series 63, Series 65
Industry experience
40 years
Blanchard Granville is a CFP® with 40 years of industry experience, currently serving as the sole advisor at Granville Wealth Management, Inc. He previously worked at Mid-Atlantic Securities, Inc. for over two decades and has operated Granville Financial, Inc., an insurance business, since 1988. In addition to his advisory role, he provides tax preparation services and acts as a trustee or executor for several accounts. Granville Wealth Management offers investment advisory services primarily to individual clients, utilizing tailored strategies that include asset allocation, dollar-cost averaging, and both long- and short-term trading. The firm also provides related financial services such as trustee and executor roles through affiliated entities.
$250,000 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $250,000
Pinehurst, NC
North Carolina
Granville Wealth Management, Inc.
2019 - Present (7 years)
Mid-Atlantic Securities, Inc.
2001 - 2018 (17 years)
Mid-ATlantic Securities, Inc.
1995 - 2018 (23 years)
Granville Financial, Inc.
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Southern Pines, NC
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Kiaros Advisors, LLC
Series 65
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Pottle Financial Services, Inc
Series 63, Series 65
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Hart Investment Management Inc.
CFP®
Southern Pines, NC
Tactical Wealth Partners
CFP®, Series 63, Series 65
Southern Pines, NC
Dreher Financial Partners
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