Gregory Van Kesteren, financial advisor Walnut Creek CA

Gregory Van Kesteren

CRD Number: 2390243
Current Firm: Mariner Independent Advisor Network, LLC

Gregory Van Kesteren (CRD# 2390243) is an Investment Advisor Representative working at Mariner Independent Advisor Network, LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry. Gregory Van Kesteren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mariner Independent Advisor Network, LLC Walnut Creek, CA Jan 2016 - Current 8
Lpl Financial, LLC Walnut Creek, CA Jan 2016 - Current 8
Rbc Capital Markets, LLC Walnut Creek, CA Oct 2008 - Dec 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Gregory R. Van Kesteren
Phone Number: 650-571-1934
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    6,257
    MILLIONS
  • Total Number of Accounts
    24,608
    ACCOUNTS
  • Average Account Value
    $254,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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