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Grant McGinty

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Grant McGinty, CRPC

Sr. Paraplanner

Grant is a Senior Paraplanner and Financial Advisor, working to educate and advise clients on the best path to achieve their financial goals. He is a Chartered Retirement Planning Counselor (CRPC) and holds Series 7 and Series 66 licenses.

Grant graduated from Baylor University with a degree in finance. He previously worked at Victory Capital Fund Management, Charles Schwab, and Concurrent Advisors, and has a diverse background across financial planning specialties.

In his spare time, Grant enjoys fishing, cooking, and golfing, as well as supporting Colorado sports.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.