Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC (CRD# 119290) is a financial advisory firm headquartered in Newport Beach, CA. They manage $23,245,734,845 in 42,223 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management23,246MILLION
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Total Number of Accounts42,223ACCOUNTS
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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
- Other
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
Jonathan Acosta (CRD# 5984521) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.
Laine Ainsworth (CRD# 1531334) 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. Laine Ainsworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lewis Akers (CRD# 2883544) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Asheville, NC and has over 26 years of experience in the finance industry. Lewis Akers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Julie Anderson (CRD# 5009644) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has over 14 years of experience in the finance industry.
Matthew Armistead (CRD# 4589915) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry. Matthew Armistead has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kimberly Arnesen (CRD# 5320897) 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.
Sheryl Austin (CRD# 3252879) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 23 years of experience in the finance industry. Sheryl Austin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.
Michael Bakos (CRD# 3177360) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Michael Beaulieu (CRD# 6512086) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 7 years of experience in the finance industry. Michael Beaulieu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.