Beacon Global Advisor Network, LLC
Beacon Global Advisor Network, LLC (CRD# 288833) is a financial advisory firm headquartered in Atlanta, GA. They manage $291,581,847 in 361 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management292MILLION
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Total Number of Accounts361ACCOUNTS
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Average Account Value$807,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
Daniel is a Managing Partner at BlackPoint Capital Partners. He specializes in comprehensive financial planning, investment management, and retirement strategies for individuals and businesses. He takes pride in helping clients navigate complex financial landscapes, empowering them to make informed decisions for long-term success. As a CFP® professional, he upholds the highest ethical standards while serving as a fiduciary for his clients. Daniel holds a Bachelor of Arts degree in Chinese and Government from Hamilton College, as well as a Certificate in Financial Planning from NYU.
At BlackPoint Capital Partners, our mission is to provide personalized and comprehensive financial guidance, enabling our clients to achieve their goals while optimizing opportunities that arise in the market. We are dedicated to assisting clients in making informed investment decisions, managing market volatility, and identifying strategic opportunities aligned with their risk tolerance and long-term objectives. By embracing a proactive and tailored approach, we empower clients to build and preserve their wealth, realizing lasting financial success and security. Our commitment extends to preparing clients to make the most of critical moments in investment performance, guiding them confidently and positioning for enduring financial prosperity.
Cedric Bernier (CRD# 6196747) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Villeneuve-loubet, and has over 10 years of experience in the finance industry.
Robert Dollar (CRD# 4481102) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Alpharetta, GA and has over 5 years of experience in the finance industry.
Harry Forman (CRD# 6732583) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.
Jesvinder Gill (CRD# 6566880) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.
Maria Herrera (CRD# 2166508) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Miami, FL and has over 28 years of experience in the finance industry.
Michael Jordan DipPFS, RICP® (CRD# 6695198) is an Investment Advisor Representative working at Beacon Global Advisor Network, doing business as BlackPoint Capital Partners (BCP).
Michael is a Managing Partner at BCP and a Certified Specialist in Retirement Income Planning. As a UK and US-qualified financial professional with over 30 years of industry experience (7 in the USA), he helps British and US Expats around the globe with Holistic Cross-Border Financial Planning.
A born and bred Londoner who has been based in Miami, Florida since 2016, he is best placed as an expat himself to help guide his clients through the potential challenges professionals and businesses face when transitioning to another country. Gaining a deeper understanding of his client’s financial aspirations, and circumstances has helped him forge long-lasting and trusting relationships. Many clients have found this approach, invaluable in working towards their financial independence and creating a legacy for their family.
Beyond his professional accolades and achievements, Michael is a keen sports fan and particularly enjoys attending the major Basketball, F1, American Football, Soccer, Track and Field, and IPL events on his travels around the Globe.
Andrew Landsman (CRD# 5810297) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Lafayette, CO and has over 5 years of experience in the finance industry.
Craig Murrin (CRD# 7012530) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.
Charles Norton (CRD# 1313944) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Concord, MA and has over 13 years of experience in the finance industry.