Banner Investment Services - Grant Moulton

Sunset on Fern Ridge Lake near Eugene, Oregon
Grant Moulton, LPL Financial Advisor
Office: 541-284-7842
Email: grant.moulton@lpl.com
Address: 169 W 6th St., Eugene, OR 97401
Assisted by Shelly Highley: 541-440-2628, Toll-Free: 866-770-2441

Check the background of investment professionals associated with this site on BrokerCheck® by FINRA
With a degree in financial economics, LPL Financial Advisor Grant Moulton is inspired to help people understand and navigate the world of investing. He’s worked in financial services since 2013, and is passionate about educating clients, putting them at ease and making the conversation approachable. In particular, Grant enjoys partnering with clients as they envision their future and pursue their dreams.

A customized approach

Grant recognizes how hard people work for their money, and takes seriously the trust individuals place in him. That’s why he’s so committed to working closely with you to develop a customized investment strategy that matches your risk tolerance, goals and time horizon.

He will collaborate with other professionals you work with to ensure various aspects of your life are considered. And, because life doesn’t stand still, Grant will connect with you routinely to make sure your plans and strategies remain current and suited to your changing needs.

A qualified advisor

  • Certifications: FINRA Series 7 and 66, registered through LPL Financial
  • Wealth Management Specialist (WMS)
  • Chartered Retirement Plan Specialist (CRPS)
  • Oregon Insurance License – health, life and variable annuities
Areas of focus:

Families and individuals

  • Retirement planning
  • Investment planning
  • Estate planning
  • Long-term care planning
 

Businesses

  • 401k plan set-up, advising and maintenance
  • Succession planning
  • Buy/sell agreements
  • Business continuation
 

Contact Grant for a no-obligation consultation:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA | SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank.These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency  |  Not Bank Guaranteed  |  Not Bank Deposits or Obligations  |  May Lose Value


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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