Burton Grantham (CRD# 6526383) is an Investment Advisor Representative working at Highpointe Wealth in Vista, CA and has over 8 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highpointe Wealth | Oceanside, CA | Jan 2019 - Current | 5 |
| Omega Ii Inc. | Chula Vista, CA | Jan 2019 - Current | 5 |
| Grantham Accounting | Vista, CA | Jan 2019 - Current | 5 |
| Edward D. Jones & Company, LP | Saint Louis, MO | Jul 2015 - Jan 2019 | 3 |
| Grantham Tax Advisors | Carlsbad, CA | Jan 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- CA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$296,042
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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