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GG

Grant W. Govertsen

CBRE CAPITAL ADVISORS
Las Vegas, NV 89113
Some features on this profile are disabled
CRD#: 4787021
GG

Professional summary

Grant Wesley Govertsen is a registered financial professional currently at CBRE CAPITAL ADVISORS, INC. located in Las Vegas, Nevada.

Grant is registered as a RR (Registered Representative) and started their career in finance in 2004. Grant has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 86, Series 87, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Grant Wesley Govertsen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 24, 2024 - Present

CBRE CAPITAL ADVISORS, INC.

Office #1: 8548 Rosita Lee Avenue Suite 200, Las Vegas, NV 89113
BD
CRD#: 140565
Las Vegas, NV
Past

June 16, 2010 - December 31, 2023

CBRE SECURITIES, LLC

BD
CRD#: 151592
LAS VEGAS, NV
Past

September 10, 2009 - December 31, 2015

UNION GAMING RESEARCH

RIA
CRD#: 150336
LAS VEGAS, NV
Past

September 13, 2004 - April 21, 2009

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
LAS VEGAS, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Nevada
(1/26/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/21/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 86
Date: 1/31/2005
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 12/23/2004
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 9/11/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/20/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CBRE CAPITAL ADVISORS, INC.
CBRE CAPITAL ADVISORS, INC. | TRAMMELL CROW CAPITAL CORPORATION | SERA PRIVATE FUNDS GROUP | CBRE CAPITAL CORPORATION

CRD#: 140565 / SEC#: , 8-67319

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
2121 N. Pearl Street Suite 300, Dallas, TX 75201
Mailing Address
2121 N. Pearl Street Suite 300, Dallas, TX 75201
Phone number
(214) 863-4255
Established
Delaware since 12/15/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CBRE, INC.SOLE OWNER
MATTERA, RICHARD JOSEPHFINOP, PPO, PFO2246513
MILLON, JAMESREGISTERED PRINCIPAL5334992
POTTER, SCOTT CHRISTOPHERCFO/SECRETARY/CCO/PRESIDENT

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CBRE CAPITAL ADVISORS, INC.

CRD#: 140565Las Vegas, NV 89113

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