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Brandon Heath Vanlandingham

PERISSOS PRIVATE WEALTH MANAGEMENT, LLC·BETHANY, Oklahoma
Series 7, Series 66Clean record18 years registeredPERISSOS PRIVATE WEALTH MANAGEMENT, LLC
4107 N COUNCIL RD BUILDING A2, BETHANY, OK 73008CRD# 5085574Firm CRD# 217514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Heath Vanlandingham · BETHANY, OK
Registration
CRD #5085574 · PERISSOS PRIVATE WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

PERISSOS PRIVATE WEALTH MANAGEMENT
Aug 2015 – present
TRAC ADVISOR GROUP, INC.
Jan 2016 – Nov 2019
Norman, OK
ACCESS CAPITAL MANAGEMENT, LLC
Apr 2010 – Jun 2015
BETHANY, OK
ACCESS FINANCIAL GROUP, INC.
Feb 2008 – Aug 2015
BETHANY, OK
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · February 8, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD 217514 · SEC 801-129994
AUM
$142M
Regulatory assets under management
Employees
3
559 client accounts
Services offered by PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PERISSOS PRIVATE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Brandon Heath Vanlandingham offer?
Brandon Heath Vanlandingham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHANY, Oklahoma for a consultation.
What are Brandon Heath Vanlandingham's credentials?
Brandon Heath Vanlandingham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Heath Vanlandingham located?
Brandon Heath Vanlandingham is based in BETHANY, Oklahoma, working with PERISSOS PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BETHANY metropolitan area and surrounding communities.
How does Brandon Heath Vanlandingham charge for services?
Brandon Heath Vanlandingham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERISSOS PRIVATE WEALTH MANAGEMENT, LLC?
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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