PM
Patrick M. Mccann
SPEARHEAD ADVISORS
NEWPORT BEACH, CA 92660
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CRD#: 7950244
PM
Professional summary
Patrick Murphy Mccann is a registered financial advisor currently at SPEARHEAD ADVISORS, LLC located in Newport Beach, California.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Patrick has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Founder and consultant for Brightwork Consulting does solar financial and construction consulting.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Murphy Mccann'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
October 17, 2024 - Present
SPEARHEAD ADVISORS, LLC
Office #1: 23 Corporate Plaza, Ste 150, Newport Beach, CA 92660RIA
CRD#: 316684
NEWPORT BEACH, CA
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
California(10/17/2024)
Exams
Current Firm
SA
SPEARHEAD ADVISORS, LLC
SPEARHEAD ADVISORS, LLC
CRD#: 316684 / SEC#:
California
Registered Investment Advisory firm - (11/2/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23 Corporate Plaza, Ste 150, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 393-2070
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 26,147,400 |
Red Flags
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