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
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
Samuel Mitchell (CRD# 4412198) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Plano, TX and has over 22 years of experience in the finance industry.
Mark Moehlman (CRD# 337455) 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.
Leigh Moglia (CRD# 5326620) 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.
Julie Montgomery (CRD# 1377116) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has over 25 years of experience in the finance industry.
Megan Motes Cochran (CRD# 5792755) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Metairie, LA and has over 13 years of experience in the finance industry.
Medha Nadgir (CRD# 5302003) 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.
Justin Nelson (CRD# 6144532) 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.
Eric Newby (CRD# 5117082) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Derek Newcomer (CRD# 4605472) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.
Alex Nunes (CRD# 5979472) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in San Diego, CA and has over 12 years of experience in the finance industry.