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John Bruce Barber

Trivant Custom Portfolio Group LLC

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About John Bruce Barber

John Barber is a financial advisor at Trivant Custom Portfolio Group LLC. John has been in the financial industry since 1996. John holds a Series 3, 4, 7, and 8 license. John is a Chartered Financial Analyst. John has worked with firms such as TD Waterhouse Investor Services, Inc. and American Express Financial Advisors, Inc. John specializes in working with high-net-worth individuals and pooled investment vehicles.

Firm Information

John Barber is currently registered with Trivant Custom Portfolio Group LLC. Trivant Custom Portfolio Group LLC is a San Diego, California-based investment advisor with approximately $195,312,602 in regulatory assets under management. The firm provides portfolio management services to individuals, pooled investment vehicles, corporations, and charitable organizations. Trivant specializes in customized investment strategies tailored to each client's unique financial goals and risk tolerance. The firm has a team of four investment adviser representatives.
Trivant Custom Portfolio Group LLC

600 W BROADWAY

SAN DIEGO, CA 92101

$195.31M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Barber’s Registration & Firm History

CA

03/01/2004 - Present

Trivant Custom Portfolio Group LLC (SAN DIEGO CA)

ME

10/04/2001 - 12/31/2002

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

01/12/2001 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

NE

06/01/1998 - 05/03/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NA

08/26/1997 - 06/01/1998

JACK WHITE & COMPANY, INC.

MN

10/17/1996 - 04/29/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/17/1996 - 04/29/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/14/1998

Series 4 - Registered Options Principal Examination

BC

Issued 08/04/1998

Series 3 - National Commodity Futures Examination

BC

Issued 10/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Bruce Barber.
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