Bridget Harkins, financial advisor Benicia CA

Bridget Harkins

CRD Number: 6251842
Current Firm: Wheels Up Wealth, Inc.

Bridget Harkins (CRD# 6251842) is an Investment Advisor Representative working at Wheels Up Wealth, Inc. in Benicia, CA and has over 5 years of experience in the finance industry. Bridget Harkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wheels Up Wealth, Inc. Benicia, CA Feb 2020 - Current 1
Dimensional Fund Advisors LLC Santa Monica, CA Jan 2018 - Jan 2020 2
Dimensional Fund Advisors LLC Santa Monica, CA Jan 2016 - Dec 2017 1
Dimensional Fund Advisors LLC Santa Monica, CA Jul 2013 - Dec 2015 2
Traveling Dublin, Jun 2013 - Jun 2013 < 1
University Of California At Berkeley Berkeley, CA Aug 2009 - May 2013 3
City Of Benicia Benicia, CA Jun 2008 - May 2013 4
Salud Por Derecho Madrid, Jul 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
Contact Info for Bridget E. Harkins
Phone Number: (707) 400-0992
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $222,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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