Scott AyersCRD Number: 5275632
Current Firm: Beacon Pointe Advisors, LLC
Scott Ayers (CRD# 5275632) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Beacon Pointe Insurance Services, LLC||Newport Beach, CA||Mar 2015 - Current||8|
|Beacon Pointe Advisors, LLC||Newport Beach, CA||Jan 2013 - Current||10|
|Beacon Pointe Wealth Advisors, LLC||Newport Beach, CA||Nov 2019 - Mar 2020||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management23,246MILLIONS
Total Number of Accounts42,223ACCOUNTS
Average Account Value$550,547
- 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
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
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