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
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 21 years of experience in the finance industry.
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.
Christopher Budny (CRD# 6608621) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.
Charles Carrick (CRD# 1330091) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greensboro, NC and has over 39 years of experience in the finance industry.
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.
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.
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 32 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.