Carl Enrique Grande

First Advisors National, LLC

8 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

First Advisors National, LLC

Compensation

Fee-Only (AUM)

Firm Size

61 advisors

Number of Clients

3,430 clients

Average Client Portfolio

$146K average

Assets Under Management

$501.1M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

440 E. Route 66, Glendora, CA, 91740

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History

Regulatory History (2)

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Regulatory

May 2014

Final

Criminal

June 2006

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Carl is the CEO of CG Financial, an insurance and financial services company. This investment-related activity takes about half of Carl's time.

Employment History

Current Registrations

First Advisors National, LLC

November 2017 - Present · 8 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.