Brendan Halick is a registered investment advisor, based in San Ramon, CA, with 8 years of industry experience.
Location
2000 Crow Canyon Place Ste 250, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brendan works as an associate advisor for David White & Associates and Barto Lucas, providing financial planning and assisting with client reviews, dedicating full-time hours to each. Brendan also owns rental property, spending minimal time maintaining it.
Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services, LLC
Previous Registrations
Hsbc Securities (USA) INC.Broker
MML Investors Services, LLCBroker
Foresters Financial Services, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.