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
Kelly Digonzini (CRD# 5673184) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.
Michael Dow (CRD# 2272245) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.
Charles Duncan (CRD# 1840053) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Carlsbad, CA and has over 25 years of experience in the finance industry.
David Emmes (CRD# 2728826) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Corona Del Mar, CA and has over 28 years of experience in the finance industry.
Nicholas English (CRD# 3118712) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Plano, TX and has over 20 years of experience in the finance industry.
Shannon Eusey (CRD# 2521647) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.
Eric Faber (CRD# 5919027) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Winter Park, FL and has over 9 years of experience in the finance industry.
Charles Farrell (CRD# 3271411) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 17 years of experience in the finance industry.
Donald Ferguson (CRD# 2370163) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.
Keith Ferguson (CRD# 4890112) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 13 years of experience in the finance industry.