Brandon Healy (CRD# 6436678) is an Investment Advisor Representative working at Pacific Point Advisors, LLC in Rancho Santa Fe, CA and has over 8 years of experience in the finance industry. Brandon Healy 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Point Advisors, LLC | Rancho Santa Fe, CA | Jul 2021 - Current | 2 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jul 2021 | 3 |
| Fidelity Brokerage Services LLC | San Diego, CA | Jan 2015 - Jul 2021 | 6 |
| Word & Brown | Orange, CA | Sep 2014 - Dec 2014 | < 1 |
| Oral Roberts University | Tulsa, CA | Aug 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- CA
-
Total Assets Under Management212MILLIONS
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Total Number of Accounts134ACCOUNTS
-
Average Account Value$1,583,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
AZ, CA, TX
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