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
Michael Beck (CRD# 1278243) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Rawles Bell (CRD# 5807891) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has over 11 years of experience in the finance industry.
Heidi Benavidez (CRD# 4163287) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry.
Edward Blanchard (CRD# 5470807) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Metairie, LA and has over 15 years of experience in the finance industry.
Logan Bolick (CRD# 6318241) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has 3 years of experience in the finance industry.
Walter Bond (CRD# 3126706) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Metairie, LA and has over 24 years of experience in the finance industry. Walter Bond 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.
Kyle Boyd (CRD# 3070015) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Michael Breller (CRD# 2782094) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 27 years of experience in the finance industry.
Steven Bright (CRD# 5333933) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.
Tyler Brock (CRD# 4587456) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Campbell, CA and has over 20 years of experience in the finance industry. Tyler Brock 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.