Financial ADVSR advisor directory · SEC adviser records
Beacon Pointe Advisors, LLC financial advisors in Pasadena, CA
Every SEC-registered investment adviser representative at a Beacon Pointe Advisors, LLC office in Pasadena, A to Z.
6 registered advisors work at Beacon Pointe Advisors, LLC in Pasadena, out of 442 at the firm nationwide; it ranks number 31 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Beacon Pointe Advisors, LLC advisors in Pasadena, A to Z
Every Beacon Pointe Advisors, LLC advisor →- Vanessa Y. BurnettCertified Financial Planner
- Nicholas M. CollettaChartered Financial Analyst
- Debra B. CurryCertified Financial Planner
- Devon M. NickInvestment adviser rep
- David R. PenniallCertified Financial Planner
- Conor R. TurleyInvestment 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 212Scottsdale, AZ 21Dallas, TX 19Denver, CO 10Campbell, CA 9Plano, TX 9Waltham, MA 9Greensboro, NC 7San Diego, CA 7Bala Cynwyd, PA 6Asheville, NC 5Larkspur, CA 5Los Angeles, CA 5Roseland, NJ 5Andover, MA 4
Other firms in Pasadena
All Pasadena advisors →Morgan Stanley 129Merrill Lynch, Pierce, Fenner & Smith Incorporated 111Wells Fargo Clearing Services, LLC 93Wedbush Securities Inc. 84UBS Financial Services Inc. 58LPL Financial LLC 49Cetera Investment Advisers LLC 43J.P. Morgan Securities LLC 43Strategic Advisers LLC 39Charles Schwab & Co., Inc. 25Raymond James & Associates, Inc. 21Citigroup Global Markets Inc. 17
Questions
How many financial advisors does Beacon Pointe Advisors, LLC have in Pasadena?
6 investment adviser representatives are registered at Beacon Pointe Advisors, LLC offices in Pasadena, California, according to the SEC's Investment Adviser Public Disclosure records, out of 442 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Beacon Pointe Advisors, LLC one of the largest advisor employers in Pasadena?
Beacon Pointe Advisors, LLC ranks number 31 in Pasadena by registered advisors; Morgan Stanley has the most, with 129.
How do I check a Beacon Pointe Advisors, LLC advisor in Pasadena?
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.