Brandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future. He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling.
Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda, and loves golfing, working out, mountain biking, and making craft coffee at home.
Learn More: https://www.galicifinancial.com/
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 5335512
Lpl Financial LLC
CRD# 5838066
The Ayco Company, LP
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Medics, LLC | Bonita Springs, FL | Feb 2021 - Current | 3 |
| Edward Jones | St Louis, MO | Oct 2017 - Feb 2021 | 3 |
| Us Energy Recovery | Tempe, AZ | Jul 2017 - Oct 2017 | < 1 |
| West Liberty University | West Liberty, WV | Aug 2013 - May 2017 | 3 |
| Student | Parkersburg, WV | Jan 2007 - May 2017 | 10 |
| Jackson Hewitt | Wheeling, WV | Jan 2017 - Apr 2017 | < 1 |
| Seeking Alpha | New York, NY | Dec 2015 - Jul 2016 | < 1 |
| Property Maintenance Services | Bridgeport, WV | Jan 2016 - Mar 2016 | < 1 |
| Iheart Media | Wheeling, WV | Aug 2014 - Nov 2015 | 1 |
| Derc Camp Crawdad | Washington, WV | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- OH
- TX
- WV
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts2,499ACCOUNTS
-
Average Account Value$199,924
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Galici Financial is a licensed insurance agency which is separate from its role as an investment advisor representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Galici Financial and Portfolio Medics, LLC are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice. Nothing in this message should be construed as financial planning/investment advice.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.