Grant KasserCRD Number: 6690961
Current Firm: 20/20 Capital Management, Inc.
Grant Kasser (CRD# 6690961) is an Investment Advisor Representative working at 20/20 Capital Management, Inc. in Costa Mesa, CA and has over 4 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|20/20 Capital Management, Inc.||Costa Mesa, CA||Nov 2018 - Current||2|
|Ameritas Investment Corp||Lincoln, NE||Nov 2017 - Current||3|
|20/20 Financial Advisers Of Orange County, LLC||Costa Mesa, CA||Sep 2017 - Current||4|
|Finance 500, Inc.||Irvine, CA||Apr 2017 - Aug 2017||< 1|
|Unemployed||Lake Forest, CA||Nov 2016 - Mar 2017||< 1|
|Cadaret, Grant & Company, Inc.||Lake Forest, CA||Jul 2016 - Nov 2016||< 1|
|Cal State University Fullerton||Fullerton, CA||Aug 2015 - Jul 2016||< 1|
|C.b. Resource||Irvine, CA||Jun 2015 - Aug 2015||< 1|
|Lake Mission Viejo Association||Mission Viejo, CA||Feb 2010 - Jun 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2017|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management545MILLIONS
Total Number of Accounts2,175ACCOUNTS
Average Account Value$250,458
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, HI, IA, IL, LA, MI, NC, NH, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WA
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