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
Keith Ferguson (CRD# 848262) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 40 years of experience in the finance industry.
James Ferrell (CRD# 2776651) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 27 years of experience in the finance industry.
Garth Flint (CRD# 210005) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 44 years of experience in the finance industry.
Mark Flint (CRD# 4723236) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Vincent Franks (CRD# 5285024) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Waltham, MA and has over 16 years of experience in the finance industry.
Jacquelyn Friedrich (CRD# 4534494) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Asheville, NC and has over 16 years of experience in the finance industry.
Alisa Garnek (CRD# 6548364) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Bala Cynwyd, PA and has over 7 years of experience in the finance industry.
Crystal Garner (CRD# 4553727) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Winter Park, FL and has over 21 years of experience in the finance industry.
Melissa Gerckens (CRD# 5674239) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Summitt, NJ and has over 11 years of experience in the finance industry.
Robyn Gerke (CRD# 6717728) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.