Grant Barba (CRD# 7505426) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has 1 year of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Portfolio | La Jolla, CA | Dec 2021 - Current | 2 |
| Unemployed/travel | Eugene, OR | Aug 2021 - Nov 2021 | < 1 |
| Legitscript | Portland, OR | Nov 2017 - Jul 2021 | 3 |
| Travel | Hamburg, | Jun 2017 - Oct 2017 | < 1 |
| Giga Hamburg | Hamburg, | Sep 2015 - Jun 2017 | 1 |
| University Of Hamburg | Hamburg, | Sep 2014 - Mar 2017 | 2 |
| The Portland Montessori School | Portland, OR | Sep 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- CA
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$972,527
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, TX
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