Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Starkey is a financial professional with over 6 years of experience in the industry. Grant is registered with Verus Capital Partners, LLC as an Investment Advisor Representative. Grant is also registered as a Registered Representative with LPL Financial, LLC. Grant holds the Series 7, Series 63, and Series 66 securities licenses and the SIE exam. Grant has experience with a variety of clients including corporations, individuals, and pension plans. Grant specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CA
06/01/2021 - Present
Verus Capital Partners, LLC (San Marcos CA)
CA
12/05/2016 - 06/02/2021
AVANTAX INVESTMENT SERVICES, INC. (SAN MARCOS CA)
BOTH
Issued 09/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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