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
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.
Lindsey Crow (CRD# 3116601) 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.
Julia Cummings (CRD# 5703940) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.
Sean Curley (CRD# 2439977) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greenwood Village, CO and has over 30 years of experience in the finance industry.
Raymond Daigle (CRD# 4206671) 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.
James Davenport (CRD# 5059077) 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.
Leeric Daye (CRD# 4255554) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Waltham, MA and has over 23 years of experience in the finance industry.
Nichole Diaz (CRD# 6221742) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Riverside, CA and has over 10 years of experience in the finance industry.
William Diehl (CRD# 2594966) 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.
Karisa Diephouse (CRD# 4787247) 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.