linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Charles Fahey

Personal Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Charles Fahey

Brian Charles Fahey is an investment advisor representative at Personal Investment Management Inc., located in Redmond, Washington. Brian has been in the industry since 2006. Brian is registered with the state of Washington and Texas as an Investment Advisor Representative. Brian has passed the Series 63, Series 65, Series 7, and Series 31 exams. Brian holds the Chartered Financial Analyst designation.

Firm Information

Brian Fahey is currently registered with Personal Investment Management Inc.. Personal Investment Management Inc., located in REDMOND, WA, is an investment advisor with 4 investment advisor representatives. They manage approximately $567,628,630 in assets for 1,382 clients. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
Personal Investment Management Inc.

22500 NE MARKETPLACE DRIVE

REDMOND, WA 98053

$567.63M

Assets Under Management

Not reported

Total Clients

5

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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting services

Investment consulting services

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Fahey’s Registration & Firm History

WA

01/05/2017 - Present

Personal Investment Management Inc. (REDMOND WA)

WA

12/11/2012 - 12/31/2016

CHARLES SCHWAB & CO., INC. (BELLEVUE WA)

CO

06/23/2011 - 11/27/2012

MORGAN STANLEY (DENVER CO)

CO

01/08/2008 - 07/02/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

CO

12/20/2006 - 01/07/2008

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

Not sure if Brian Charles Fahey is right for you?

Licenses & Designations

IA

Issued 07/05/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 12/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Charles Fahey.
Not sure if Brian Charles Fahey is right for you?