Financial ADVSR advisor directory · SEC adviser records
Beacon Pointe Advisors, LLC financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Beacon Pointe Advisors, LLC office in Scottsdale, A to Z.
The short answer
18 registered advisors work at Beacon Pointe Advisors, LLC in Scottsdale, out of 421 at the firm nationwide; it ranks number 25 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Beacon Pointe Advisors, LLC advisors in Scottsdale, A to Z
Every Beacon Pointe Advisors, LLC advisor →- Karlie D. AchenbachInvestment adviser rep
- Matthew J. ArmisteadCertified Financial Planner
- Brian L. CoughlanInvestment adviser rep
- Coby CressCertified Financial Planner
- Jacob R. HeislerCertified Financial Planner
- Kenneth B. KannInvestment adviser rep
- Nicholas J. LindholmInvestment adviser rep
- Joshua LustbaderInvestment adviser rep
- Sean P. MahoneyInvestment adviser rep
- Tamara R. MarkInvestment adviser rep
- Bruce A. MeyerInvestment adviser rep
- Eric L. NewbyCertified Financial Planner
- Ryan E. QuigleyCertified Financial Planner
- Andrew B. SaltzmanCertified Financial Planner
- Hunter G. ShawInvestment adviser rep
- John A. ThomasCertified Financial Planner
- Rebecca M. TornabeneInvestment adviser rep
- Bailey E. YatesInvestment adviser rep
Beacon Pointe Advisors, LLC advisors in every city and state →Beacon Pointe Advisors, LLC: assets, clients and custodians →Beacon Pointe news and advisor moves →Advisor Moves: who changed firms this week →
Beacon Pointe Advisors, LLC advisors in other cities
Newport Beach, CA 202Dallas, TX 19Denver, CO 10Waltham, MA 10Metairie, LA 9Larkspur, CA 8Plano, TX 7Asheville, NC 6Campbell, CA 6Pasadena, CA 6Los Angeles, CA 5Akron, OH 4Bethesda, MD 4Boston, MA 4Greenville, SC 4
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49
Questions
How many financial advisors does Beacon Pointe Advisors, LLC have in Scottsdale?
18 investment adviser representatives are registered at Beacon Pointe Advisors, LLC offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 421 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Beacon Pointe Advisors, LLC one of the largest advisor employers in Scottsdale?
Beacon Pointe Advisors, LLC ranks number 25 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a Beacon Pointe Advisors, LLC advisor in Scottsdale?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Beacon Pointe Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.