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Grant Marshall Reeves

CVFG LLC·SHELBYVILLE, Indiana
SIE, Series 7TO, Series 24, Series 66Clean record5 years registeredCVFG LLC
2177 INTELLIPLEX DR. STE 201, SHELBYVILLE, IN 46176CRD# 7289394Firm CRD# 325310

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Grant Marshall Reeves · SHELBYVILLE, IN
Registration
CRD #7289394 · CVFG LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

COREVISION FINANCIAL GROUP
May 2023 – present
LPL FINANCIAL LLC
Sep 2020 – present
LPL FINANCIAL LLC
Sep 2020 – Nov 2023
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 66
Registration record
First registered · September 26, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CVFG LLC
CRD 325310 · SEC 801-127739
AUM
$298M
Regulatory assets under management
Employees
11
1,407 client accounts
Services offered by CVFG LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CVFG LLC →
Introduction

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05

Frequently Asked Questions

What services does Grant Marshall Reeves offer?
Grant Marshall Reeves specializes in Financial Planning, Investment Management. Contact their office in SHELBYVILLE, Indiana for a consultation.
What are Grant Marshall Reeves's credentials?
Grant Marshall Reeves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Grant Marshall Reeves located?
Grant Marshall Reeves is based in SHELBYVILLE, Indiana, working with CVFG LLC. Their office serves clients in the SHELBYVILLE metropolitan area and surrounding communities.
How does Grant Marshall Reeves charge for services?
Grant Marshall Reeves's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CVFG LLC?
CVFG LLC has approximately 11 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CVFG LLC

Jason Busald Pike
SHELBYVILLE, IN
Beau M Browning
SHELBYVILLE, IN
ChFC
Brent Dalton Thoman
SHELBYVILLE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
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Research
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