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
Cory Bruntz (CRD# 6368914) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Fort Worth, TX and has over 6 years of experience in the finance industry. Cory Bruntz 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.
Christopher Budny (CRD# 6608621) 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. Christopher Budny 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.
Charles Carrick (CRD# 1330091) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greensboro, NC and has over 38 years of experience in the finance industry. Charles Carrick 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.
Charles Carrick (CRD# 5752410) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Durham, NC and has over 10 years of experience in the finance industry. Charles Carrick 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.
Juna Chiang (CRD# 4801665) 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. Juna Chiang 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.
Robert Comeaux (CRD# 2736677) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Metairie, LA and has over 27 years of experience in the finance industry.
Matthew Cooper (CRD# 2207087) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Plano, TX and has over 31 years of experience in the finance industry.
Brian Coughlan (CRD# 2254972) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 31 years of experience in the finance industry.
Coby Cress (CRD# 6380650) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry. Coby Cress 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.
Lindsey Crow (CRD# 3116601) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has over 24 years of experience in the finance industry.