Unclaimed Profile

Brian Jospeh Heafey

PCCP, LLC·LOS ANGELES, California

PCCP, LLC

10100 SANTA MONICA BLVD, LOS ANGELES, CA 90067CRD# 5949669Firm CRD# 157505

Profile Verification

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

Identity

Brian Jospeh Heafey · LOS ANGELES, CA

Registration

CRD #5949669 · PCCP, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Brian Jospeh Heafey is a registered financial advisor based in LOS ANGELES, California, affiliated with PCCP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PCCP, LLC

AUM

$15.3B

Regulatory assets under management

Employees

147

Total firm employees

View all advisors at PCCP, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Other: TRANSACTION AND OTHER FEES

Regulatory

SEC/IARD CRD# 5949669

Firm CRD# 157505

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Jospeh Heafey offer?

Brian Jospeh Heafey specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.

What are Brian Jospeh Heafey's credentials?

Brian Jospeh Heafey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Jospeh Heafey located?

Brian Jospeh Heafey is based in LOS ANGELES, California, working with PCCP, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Brian Jospeh Heafey charge for services?

Brian Jospeh Heafey's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: transaction and other fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PCCP, LLC?

PCCP, LLC has approximately 147 employees and manages $15.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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