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BG

Burton I. Grantham

HIGHPOINTE WEALTH
Vista, CA
Some features on this profile are disabled
CRD#: 6526383
BG

Professional summary

Burton Irwin Grantham, who also goes by Burton Irwin Grantham, is a registered financial advisor currently at HIGHPOINTE WEALTH located in Vista, California.

Burton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Burton has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Burton Irwin Grantham

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.
(1) 2015-Present: Insurance Agent/Insurance Related/Oceanside, CA/Insurance products and services via unaffiliated issuers and agencies/Involves five percent time each month, including during traditional business hours.//(2) 2019- Present: Omega II, Inc./Not Investment Related/Chula Vista, CA/Industrial Contractor/Controller (Independent Contractor)/Involves five percent time each month, including during traditional business hours.//(3) 2019-Present: Independent Accounting Services/Not Investment Related/Oceanside, CA/Accounting Services Independent Contractor/Involves five percent time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Burton Irwin Grantham'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

February 8, 2019 - Present

HIGHPOINTE WEALTH

RIA
CRD#: 300247
Vista, CA
Past

September 21, 2015 - January 24, 2019

EDWARD JONES

RIA
CRD#: 250
CARDIFF BY THE SEA, CA
Past

September 1, 2015 - January 24, 2019

EDWARD JONES

BD
CRD#: 250
CARDIFF BY THE SEA, CA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/8/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/19/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2015
General Securities Representative Examination

Current Firm

HW
HIGHPOINTE WEALTH
GRANTHAM, BURTON IRWIN | HIGHPOINTE WEALTH

CRD#: 300247 / SEC#:

California
Registered Investment Advisory firm - (2/8/2019 Approved)
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Contact information

Main Address
Vista, CA
Mailing Address
Phone number
(760) 473-6689
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts60
AUM (Assets Under Management)$ 20,734,698

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

HIGHPOINTE WEALTH

CRD#: 300247Vista, CA

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