Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Nabell is a registered Investment Advisor Representative in California. Grant is associated with Regatta Capital Group, LLC and has been in the industry since 2015. Grant has a Series 65 license and specializes in working with individuals, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, corporations or other businesses. Grant provides financial planning, pension consulting, portfolio management for businesses, individuals and pooled investment vehicles, and coaching services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Coaching services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
07/14/2023 - Present
Regatta Capital Group, LLC (EL SEGUNDO CA)
IA
Issued 07/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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