John
Barragan
Realta Investment Advisors, Inc
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About this Advisor
John Barragan is a financial advisor based in San Diego, California, working with Realta Investment Advisors, Inc. John has previously held positions at Cetera Advisor Networks LLC, Charles Schwab, Realta Investment Advisors, Inc, Girard Securities, Inc, First Allied Securities, Inc, First Allied Advisory Services, Inc, United Capital Financial Advisors, LLC, Kestra Investment Management, LLC, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Realta Equities, Inc. John has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in California and Delaware. Currently, John is part of Realta Investment Advisors, Inc, which operates out of San Diego, California. The firm has 37 offices and 83 employees. The firm manages assets totaling $799.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Realta Investment Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Realta Investment Advisors, Inc Brokerage Details
$799,701,457
83
3,529
$226,609
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
John Barragan Work History
Realta Investment Advisors, Inc
Realta Equities, Inc
Kestra Investment Management, LLC
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Charles Schwab
United Capital Financial Advisors, LLC
Cetera Advisor Networks LLC
First Allied Securities, Inc
First Allied Advisory Services, Inc
Girard Securities, Inc
Disclosures
Please visit the SEC profile of John Barragan 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 Realta Investment Advisors, Inc
San Diego, CA
Plymouth Meeting, PA
New York, NY
Wilmington, DE
Wilmington, DE
Memphis, TN
Baltimore, MD
Wilmington, DE
The content in this profile was updated by SmartAsset on 6/19/2024. 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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