Branden Randall

Employer firm

Pure Financial Advisors, LLC CRD 144316

$11.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 12/2019
  University Of California Irvine
  Irvine, CA
• 09/2015 → 08/2017
  Stifel Financial Corp.
  Newport, CA
• 01/2019 → 08/2019
  Crown Steel Inc.
  Bloomington, CA
• 06/2018 → 08/2018
  Pacific Premier Bank
  Irvine, CA
• 08/2017 → 12/2017
  Wood Gutmann & Bogart Insurance Brokers
  Irvine, CA
• 12/2019 → 03/2021
  Fidelity Investments
  Irvine, CA
• 03/2021 → 08/2022
  Fidelity Investments
  Newport Beach, CA
• 01/2023 → 02/2023
  Shah & Associates - Ameriprise Platinum Financial Services
  Chino Hills, CA
• 03/2023 → 06/2026
  Perigon Wealth Management, Llc
  Irvine, CA
• 09/2022 → 12/2022
  Unemployed
  Newport Beach, CA
• 06/2026 → Present
  Pure Financial Advisors
  Irvine, CA

Previous Registrations

• 2024-10-14 → 2026-06-29
  Perigon Wealth Management, Llc
  Irvine, CA
  San Francisco, CA
• 2021-05-17 → 2022-09-16
  Fidelity Personal And Workplace Advisors
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-03-29
• S63 Uniform Securities Agent State Law Examination
  2020-07-24

Designations

• Certified Financial Planner

Other Names

• Branden James Randall