Brandon Heicklen (CRD# 7441532) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 2 years of experience in the finance industry.
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 6164184
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2170883
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | Mar 2024 - Current | < 1 |
| Pwr Punting | Tarzana, CA | Aug 2020 - Current | 3 |
| Steel Peak Wealth Management, LLC | Los Angeles, CA | Sep 2021 - Mar 2024 | 2 |
| San Diego State University | San Diego, CA | Aug 2017 - Aug 2020 | 3 |
| Cutco | San Diego, CA | Jun 2019 - Jul 2019 | < 1 |
| Boise State University | Boise, ID | Jan 2017 - May 2017 | < 1 |
| Santa Monica Junior College | Santa Monica, CA | Aug 2015 - Dec 2016 | 1 |
| El Camino Real Charter High School | Woodland Hills, CA | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management19,656MILLIONS
-
Total Number of Accounts19,744ACCOUNTS
-
Average Account Value$995,562
- 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
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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