Cco/secretary · Blue Point Financial, Inc.
Justin T. Beauregard
CRD 5746313 · Named on Form ADV at one SEC-registered adviser
At a glance
Blue Point Financial, Inc., an SEC-registered wealth manager based in Scarborough, ME with $153 million in regulatory assets, lists Justin T. Beauregard on its Form ADV as Cco/secretary, a control person.
Firms and roles
- Blue Point Financial, Inc.Cco/secretaryWealth manager · Scarborough, ME · $153M in regulatory assets
AtlasMembers
Justin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Timothy A. O'HalloranPresident, Blue Point Financial, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.