Grant Starkey (CRD# 6601778) is an Investment Advisor Representative working at Verus Capital Partners, LLC in San Marcos, CA and has over 7 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verus Capital Partners, LLC | San Marcos, CA | Jun 2021 - Current | 2 |
| Lpl Financial, LLC | San Marcos, CA | May 2021 - Current | 3 |
| Starkey Brothers Tax Inc. | San Marcos, CA | Jan 2019 - Current | 5 |
| Avantax Insurance Agency, LLC | San Marcos, CA | Jun 2019 - May 2021 | 1 |
| Avantax Advisory Services | San Marcos, CA | Oct 2018 - May 2021 | 2 |
| Avantax Investment Services, Inc. | San Marcos, CA | Feb 2017 - May 2021 | 4 |
| Alan's Bookkeeping And Tax Service | San Marcos, CA | Jun 2013 - Nov 2020 | 7 |
| Tri City Christian School | Vista, CA | Feb 2018 - Aug 2020 | 2 |
| H&r Block | Glendale, AZ | Dec 2015 - Dec 2016 | 1 |
| Dominos Pizza LLC | Phoenix, AZ | Nov 2014 - Nov 2015 | 1 |
| Homeinstead Senior Care | Mesa, AZ | Sep 2014 - Feb 2015 | < 1 |
| Calvary Christian High School | Vista, CA | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- CA
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Total Assets Under Management1,564MILLIONS
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Total Number of Accounts6,591ACCOUNTS
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Average Account Value$237,365
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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