Becky Farrant
Pacific Global Investment Management Company · Ocoee, Florida
Becky Farrant is a fee-only financial advisor at Pacific Global Investment Management Company in Ocoee, Florida, who holds the CFP credential. Becky focuses on retirement planning. Pacific Global Investment Management Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Pacific Global Investment Management Company |
|---|---|
| Based in | Ocoee, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $87.5M across 198 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL · CRD 4345065 |
| Exams passed | Series 63 (2001) · Series 65 (2009) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pacificglobal.us |
| Profile |
How Becky's firm compares
- Pacific Global Investment Management Company's average account is about $442,000, from its Form ADV (assets managed divided by 198 accounts).
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Questions about Becky
Is Becky Farrant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Becky holds no broker registration, and Pacific Global Investment Management Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Becky charge for financial advice?
Becky's firm, Pacific Global Investment Management Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Becky Farrant based?
Becky Farrant is based in Ocoee, Florida.
What does Becky specialize in?
Becky's specialties include retirement planning.
What credentials does Becky Farrant hold?
Becky Farrant holds the CFP credential.
Is Becky Farrant registered with the SEC?
Yes. Becky Farrant is registered as an investment adviser representative in CA and FL (CRD 4345065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Global Investment Management Company manage?
Pacific Global Investment Management Company reports $87.5M across 198 accounts in assets under management.
How do I contact Becky Farrant?
Through Becky's website, www.pacificglobal.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacific Global Investment Management Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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