LPL Financial
45yrs
Top advisor by experience in Lancaster
15yrs
Grant Walker
Financial advisor at Truist Advisory Services
Based in Lancaster, Pennsylvania, Grant Walker is a fiduciary financial advisor with 15 years of industry experience. Grant joined Truist Advisory Services in 2020, after three years at BB&t Securities and a year at BB&t Investment Services. Grant holds the CFP® designation.
One of 425 advisors with offices in Lancaster, and one of 382 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
Office1570 Manheim Pike Floor 1, Lancaster, PA 17601
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowTruist Advisory Services, Inc.Current firm
- 2018 – 2021BB&t Securities, LLCPreviously
- Sep 2016 – Jan 2018BB&t Investment Services, Inc.Previously
- 2012 – 2016PNC Wealth Management LLCPreviously
Contact Grant
(800) 874-4770Firm headquarters in Atlanta, GA. Ask for Grant. 1570 Manheim Pike Floor 1Lancaster, PA 17601Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Grant
Tailored to Grant’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Grant
How do I contact Grant?
Call Truist Advisory Services at (800) 874-4770 and ask for Grant Walker. Grant works from the Lancaster, PA office.
How long has Grant been a financial advisor?
Grant has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does Grant hold?
Series 66. Tap any license on this page to see what it allows.
Is Grant a fiduciary?
Grant is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grant paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Grant for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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