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BF

Brent W. Fairchild

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CRD#: 821830
BF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brent Waite Fairchild, who also goes by Brent W Fairchild, was a registered financial professional .

Brent is a previously registered financial professional and started their career in finance in 1979. Brent had worked at 11 firms and has passed the Series 65, Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brent W Fairchild

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 24, 2012 - April 14, 2014

LUCIA SECURITIES, LLC

BD
CRD#: 37179
LA MESA, CA
Past

October 31, 2005 - August 3, 2012

OSAIC SERVICES, INC.

BD
CRD#: 133763
LA MESA, CA
Past

November 15, 2000 - December 8, 2005

SUCCESS FINANCIAL ADVISORS, LLC

RIA
CRD#: 123012
LAS VEGAS, NV
Past

March 23, 1999 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

July 1, 1998 - December 31, 1998

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

January 1, 1994 - July 6, 1998

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past

May 29, 1991 - January 1, 1994

LEGEND CAPITAL CORPORATION

BD
CRD#: 4149
PALM BEACH GARDENS, FL
Past

April 1, 1991 - May 3, 1991

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ST. PETERSBURG, FL
Past

July 17, 1990 - April 1, 1991

PW SECURITIES, INC.

BD
CRD#: 6775
Past

March 24, 1983 - August 23, 1988

U.S. ADVISORS, INC.

BD
CRD#: 10721
Past

October 19, 1979 - March 25, 1983

INDEPENDENT FINANCIAL PLANNERS CORPORATION

BD
CRD#: 653

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 5/1/1976
Registered Representative Examination

Current Firm


LS
LUCIA SECURITIES, LLC
HELIX TRADING LLC | LUCIA SECURITIES, LLC | LUCIA FINANCIAL LLC | HELIX TRADING, L.P.

CRD#: 37179 / SEC#: , 8-47643

BD
Terminated by SEC on 03/01/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/05/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LUCIA CAPITAL GROUP, LLCHOLDING COMPANY
LUCIA, RAYMOND JOSEPH JRCEO4504365
ONEAL, TIY LYNNPRESIDENT1868302
PALERMO, VIKTORIA IRENACCO4769903
TUNE, MARGARITA VPFO/ POO5463706

Disclosures


Regulatory Event1
Civil Event1

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.

Company Information


LUCIA SECURITIES, LLC

CRD#: 37179

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