Unclaimed Profile

Victoria Louise Breen

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO·GLENDALE, California

SIE, Series 1, Series 7, Series 24, Series 51, Series 63Clean record18 years registeredPACIFIC GLOBAL INVESTMENT MANAGEMENT CO

101 N. BRAND BLVD, GLENDALE, CA 91203CRD# 870544Firm CRD# 106962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Victoria Louise Breen · GLENDALE, CA

Registration

CRD #870544 · PACIFIC GLOBAL INVESTMENT MANAGEMENT CO · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

INTEGRITY WEALTH ADVISORS, LLC

May 2019 – Nov 2023

Ojai, CA

FOOTHILL SECURITIES, INC.

Aug 2016 – Dec 2016

Ojai, CA

DERBY AND DERBY, INC.

Apr 2008 – Aug 2019

OJAI, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · April 23, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

CRD 106962 · SEC 801-41668

AUM

$740M

Regulatory assets under management

Employees

973 client accounts

Services offered by PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACIFIC GLOBAL INVESTMENT MANAGEMENT CO →

Introduction

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Frequently Asked Questions

What services does Victoria Louise Breen offer?

Victoria Louise Breen specializes in Financial Planning, Investment Management, Wealth Management.

What are Victoria Louise Breen's credentials?

Victoria Louise Breen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Victoria Louise Breen located?

Victoria Louise Breen is based in GLENDALE, California, last registered with PACIFIC GLOBAL INVESTMENT MANAGEMENT CO.

How does Victoria Louise Breen charge for services?

Victoria Louise Breen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC GLOBAL INVESTMENT MANAGEMENT CO?

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO has approximately 14 employees and manages $740M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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