![Grant Nabell, financial advisor El Segundo CA](/img/ws/profile-blank-sq.png)
Grant Nabell (CRD# 7437868) is an Investment Advisor Representative working at Regatta Capital Group, LLC in El Segundo, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Regatta Capital Group, LLC | El Segundo, CA | Feb 2021 - Current | 3 |
J. White And Associates | Charlotte, NC | May 2015 - Feb 2021 | 5 |
East Carolina University | Greenville, NC | Sep 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CA
-
Total Assets Under Management1,163MILLIONS
-
Total Number of Accounts3,382ACCOUNTS
-
Average Account Value$343,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, CO, FL, MA, MD, NH, NJ, NV, NY, OH, OR, PA, TX, UT, WA
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