Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC (CRD# 119290) is a financial advisory firm headquartered in Newport Beach, CA. They manage $31,279,960,486 in 47,098 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management31,280MILLION
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Kelly Digonzini (CRD# 5673184) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.
Michael Dow (CRD# 2272245) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.
Charles Duncan (CRD# 1840053) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Carlsbad, CA and has over 26 years of experience in the finance industry.
David Emmes (CRD# 2728826) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.
Nicholas English (CRD# 3118712) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Plano, TX and has over 20 years of experience in the finance industry.
Shannon Eusey (CRD# 2521647) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.
Eric Faber (CRD# 5919027) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Winter Park, FL and has over 9 years of experience in the finance industry.
Charles Farrell (CRD# 3271411) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.
Donald Ferguson (CRD# 2370163) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.
Keith Ferguson (CRD# 4890112) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 13 years of experience in the finance industry.