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Brandon James Healy

Pacific Point Advisors, LLC

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About Brandon James Healy

Brandon Healy is a financial advisor at Pacific Point Advisors, LLC. Brandon has been in the financial services industry since April 2015. Brandon holds Series 66, Series 7 and SIE securities licenses and is a Certified Financial Planner. Brandon has experience working with high-net-worth individuals, charitable organizations and pooled investment vehicles. Pacific Point Advisors, LLC specializes in providing financial planning, portfolio management, and market timing services to their clients.

Firm Information

Brandon Healy is currently registered with Pacific Point Advisors, LLC. Pacific Point Advisors, LLC is a registered investment advisor headquartered in Rancho Santa Fe, California. The firm manages over $212 million in assets for a diverse client base including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and individuals other than high-net-worth. Pacific Point Advisors provides investment advisory services including financial planning, portfolio management, and market timing. They also offer selection of other advisors and portfolio management for businesses.
Pacific Point Advisors, LLC

16236 SAN DIEGUITO ROAD

RANCHO SANTA FE, CA 92091

$212.19M

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brandon Healy’s Registration & Firm History

CA

07/20/2021 - Present

Pacific Point Advisors, LLC (RANCHO SANTA FE CA)

CA

04/07/2015 - 07/06/2021

FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon James Healy.
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