BH
BH

Brendan Francis Houlihan

10 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

Palos Heights, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brendan is an independent insurance agent in Illinois since 2015, selling life and health insurance. This takes a significant amount of his time, with over 60 hours per month dedicated to this activity, including 30-40 hours during trading hours.

Employment History
Current Registrations
First Advisors National, LLC
April 2015 - Present · 10 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.