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Gregory V
CFP®, Series 63, Series 66
Walnut Creek, CA
Private Advisor Group, LLC
Gregory Van Kesteren is a CFP®-certified financial advisor with over 33 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Mariner Independent Advisor Network, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to his advisory work, he operates an online retail business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model with access to proprietary managed account solutions and third-party managers.
Jessica M
Series 66
Walnut Creek, CA
Private Advisor Group, LLC
Jessica Mc Curdy is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked previously at Mariner Independent Advisor Network, LPL Financial, and Ameriprise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a fiduciary-based advisory model that includes various investment strategies and technology platforms.
Steven V
Series 66
Walnut Creek, CA
Private Advisor Group, LLC
Steven Vieira is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Jonestrading Institutional Services, Cantor Fitzgerald & CO., Morgan Stanley, and UBS Financial Services. Vieira also provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party strategies.
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