Grace Kilpatrick is a registered investment advisor, based in San Diego, CA, with 15 years of industry experience.
Location
Ten Governor, 5075 Shoreham Pl, Suite 260, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Grace works as an agent/broker for North Star Consultants & North Star Brokerage Group, offering group/employee benefits and fixed insurance options. She is also a board member for FINSECA and a financial professional for North Star Resource Group, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations5 states
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