Becky
Farrant
Pacific Global Investment Management Co
Answer a few questions and
get matched with an advisor.
About this Advisor
Becky Farrant is a certified financial planner operating out of Maitland, Florida with a total of 14 years of relevant experience. Farrant works at Pacific Global Investment Management Co. Their career trajectory has included roles at Pacific Global Fund Distributors, Inc and Pacific Global Investment Mgmt Co. (Parent Company Of Pgfd). Farrant has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Pacific Global Investment Management Co is an advisory company that has its headquarters in Glendale, CA. It controls $638 million in total assets across its 929 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advisory services to three charities and foundations. Of its 929 client accounts, 57% are associated with high-net-worth individuals who have at least $1 million in assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically are based on the financial services provided. However, fees billed by Pacific Global Investment Management Co likely consist of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pacific Global Investment Management Co Brokerage Details
$638,090,351
14
929
$686,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Becky Farrant Work History
Becky has been registered as a financial advisor for 14 years.*
Pacific Global Investment Mgmt Co. (Parent Company Of Pgfd)
Pacific Global Fund Distributors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Becky Farrant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pacific Global Investment Management Co
Memphis, TN
Glendale, CA
South Pasadena, CA
Glendale, CA
Honolulu, HI
Maitland, FL
Santa Monica, CA
Glendale, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
