John Barber, financial advisor San Diego CA

John Barber

CRD Number: 2799248
Current Firm: Trivant Custom Portfolio Group LLC

John Barber (CRD# 2799248) is an Investment Advisor Representative working at Trivant Custom Portfolio Group LLC in San Diego, CA and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Trivant Custom Portfolio Group, LLC San Diego, CA Nov 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
Contact Info for John B. Barber
Phone Number: 619-286-3930
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    195
    MILLIONS
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $392,194
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, MO, NY, TX

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