Carl Grande

8 Years of Experience

2 DisclosuresSells Insurance

Carl Grande is a registered investment advisor at First Advisors National, LLC, based in Glendora, CA, with 8 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.

First Advisors National, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

64 advisors

Number of Clients

3,430 clients

Average Client Portfolio

$146K average

Assets Under Management

$501.1M

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.85%

Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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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 5 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.