BV
Brandon H. Vanlandingham
PERISSOS PRIVATE WEALTH MANAGEMENT
Bethany, OK 73008
Some features on this profile are disabled
CRD#: 5085574
BV
Professional summary
Brandon Heath Vanlandingham, who also goes by Brandon H Vanlandingham, is a registered financial advisor currently at PERISSOS PRIVATE WEALTH MANAGEMENT located in Bethany, Oklahoma.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brandon has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon H Vanlandingham
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) NAME OF OTHER BUSINESS: AUTHOR OF A BOOK TITLED "INVESTOR'S GUIDE TO PORTFOLIO STRATEGY DEVELOPMENT"; INVESTMENT RELATED: Y; 3030 NW Expressway Suite 200 #330 Oklahoma City, 73112; NATURE OF OTHER BUSINESS: AUTHOR; START DATE: JULY 2015; # OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: O HOURS; NO TIME DEVOTED DURING TRADING HOURS: 0 HOURS
(2) NAME OF OTHER BUSINESS: NEURORISK; INVESTMENT RELATED: Y; 3030 NW Expressway Suite 200 #330 Oklahoma City, 73112; NATURE OF OTHER BUSINESS: EMAIL SERVICE THAT SPECIALIZES IN EMAILING RISK TOLERANCE QUESTIONNAIRES TO CLIENTS; START DATE: APRIL 2018; # OF HOURS/MONTH DEVOTED TO OTHER BUSINESS: O HOURS; NO TIME DEVOTED DURING TRADING HOURS: 0 HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Heath Vanlandingham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 31, 2015 - Present
PERISSOS PRIVATE WEALTH MANAGEMENT
Office #1: 4107 N Council Rd Building A2, Bethany, OK 73008RIA
CRD#: 217514
Bethany, OK
Past
January 5, 2016 - November 18, 2019
TRAC WEALTH MANAGEMENT, INC
RIA
CRD#: 281128
Norman, OK
Past
April 29, 2010 - June 30, 2015
ACCESS CAPITAL MANAGEMENT, LLC
RIA
CRD#: 153558
BETHANY, OK
Past
July 27, 2009 - December 31, 2013
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
BETHANY, OK
Past
February 8, 2008 - August 26, 2015
ACCESS FINANCIAL GROUP, INC.
RIA
CRD#: 113798
BETHANY, OK
Past
February 13, 2007 - July 31, 2009
OSAIC SERVICES, INC.
BD
CRD#: 133763
BETHANY, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PERISSOS PRIVATE WEALTH MANAGEMENT
BIGGS FINANCIAL | VALERIAN ASSOCIATES | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | PERISSOS PRIVATE WEALTH MANAGEMENT | PERISSOS INVESTMENT MANAGEMENT | FALCON FINANCIAL OF OKLAHOMA LLC
CRD#: 217514 / SEC#: 801-129994
RIA
Registered Investment Advisory firm - (4/23/2024 Approved)Louisiana
Registered Investment Advisory firm - (6/26/2024 Terminated)Oklahoma
Registered Investment Advisory firm - (8/21/2024 Terminated)Texas
Registered Investment Advisory firm - (6/25/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(1/3/2024)
IAR
Oklahoma(8/31/2015)
IAR
Texas(2/4/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
PP
PERISSOS PRIVATE WEALTH MANAGEMENT
BIGGS FINANCIAL | VALERIAN ASSOCIATES | PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | PERISSOS PRIVATE WEALTH MANAGEMENT | PERISSOS INVESTMENT MANAGEMENT | FALCON FINANCIAL OF OKLAHOMA LLC
CRD#: 217514 / SEC#: 801-129994
RIA
Registered Investment Advisory firm - (4/23/2024 Approved)Louisiana
Registered Investment Advisory firm - (6/26/2024 Terminated)Oklahoma
Registered Investment Advisory firm - (8/21/2024 Terminated)Texas
Registered Investment Advisory firm - (6/25/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4107 N Council Rd Building A2, Bethany, OK 73008
Mailing Address
Phone number
(405) 212-9690
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 554 |
| AUM (Assets Under Management) | $ 164,879,652 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
