Grant
Starkey
Verus Capital Partners, LLC
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About this Advisor
Grant Starkey is a financial advisor operating out of San Marcos, California who has 2 years of relevant experience. Starkey works at Verus Capital Partners, LLC. Over the course of their career, they have held roles at Avantax Insurance Agency, LLC, Alan'S Bookkeeping And Tax Service, Dominos Pizza LLC, H&R Block, Homeinstead Senior Care, Calvary Christian High School, Avantax Advisory Services, Tri City Christian School, Starkey Brothers Tax Inc, Avantax Investment Services, Inc, Lpl Financial, LLC and Verus Capital Partners, LLC. Starkey maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in California. Verus Capital Partners, LLC is a company headquartered in Scottsdale, AZ. The company has offices in 27 locations and a total of 47 financial advisors. It controls $948 million in total assets between its 4,226 client accounts, placing it among the bigger firms in the nation by assets under management. The firm advises 12 charitable organizations. Of its 4,226 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management are based on which services the firm provides the client. Fee types charged by Verus Capital Partners, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verus Capital Partners, LLC Brokerage Details
$948,186,511
47
4,226
$224,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Grant Starkey Work History
Grant has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Verus Capital Partners, LLC
Starkey Brothers Tax Inc
Avantax Insurance Agency, LLC
Avantax Advisory Services
Tri City Christian School
Avantax Investment Services, Inc
H&R Block
Dominos Pizza LLC
Homeinstead Senior Care
Alan'S Bookkeeping And Tax Service
Calvary Christian High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Grant Starkey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Verus Capital Partners, LLC
Pasadena, CA
Scottsdale, AZ
San Diego, CA
Mesa, AZ
San Marcos, CA
Mesa, AZ
Northridge, CA
Mesa, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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