Carl Grande has been an investment adviser representative at First Advisors National since November 2017, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
- First Advisors National, LLCCurrent– present · 8 yearsGlendora, CA · Adviser representative · Firm CRD 166212
Investment adviser representative registrations
Carl Grande is registered as an investment adviser representative in California, since November 2017.
- CaliforniaSince 9 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 27 March 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carl Enrique Grande
- CRD
- 6876875
- Firm
- First Advisors National · CRD 166212
- Office
- 440 E. Route 66, Glendora, CA 91740
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Carl Grande work?
Carl Grande is an investment adviser representative registered through First Advisors National, LLC since November 2017, and is not listed among the firm’s executive officers or direct owners.
Is Carl Grande a financial advisor?
Yes. Carl Grande has a current investment-adviser registration in California, through First Advisors National since November 2017.
How many years of experience does Carl Grande have?
Carl Grande has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Carl Grande passed?
Carl Grande has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in August 2017.
Where is Carl Grande based?
Carl Grande’s registered office is in Glendora, CA.
Is Carl Grande registered with FINRA?
No. Carl Grande has no current broker registration.
How can I verify Carl Grande’s record?
Search CRD 6876875 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carl Grande’s full registration record.
