GM
Grant Mc Call Allen
CRD 7161012
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| The Patten Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Acumen Wealth Advisors, Llc
Sr Investment Strategist, Partner · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗