Financial ADVSR advisor directory · SEC adviser records
Beacon Pointe Advisors, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Beacon Pointe Advisors, LLC office in Texas, by city and A to Z.
32 registered advisors work at Beacon Pointe Advisors, LLC in Texas, out of 421 nationwide; it's the firm's number 2 state by advisors, and the most are in Dallas (19). 15 list the CFP designation and 1 are also registered broker representatives.
Beacon Pointe Advisors, LLC advisors by city in Texas
Every firm in Texas →Beacon Pointe Advisors, LLC advisors in Texas, A to Z
Search by name →- Leslie R. AnconaDallas · Certified Financial Planner, Chartered Financial Analyst
- Julie M. AndersonDallas
- Miles B. BeckDallas
- Douglas G. BollesTyler
- Cory B. BruntzFort Worth · Certified Financial Planner
- Mary S. ChastainDallas
- Lindsey R. CrowDallas
- Peter A. CurtisDallas · Certified Financial Planner
- Daniel M. DeandaDallas
- Nicholas W. EnglishPlano
- Pierce J. HalstedDallas · Chartered Financial Analyst
- Hunter K. HardyFort Worth · Certified Financial Planner
- Emerald E. HensleyDallas · Certified Financial Planner
- Michelle HolarenDallas
- Bryan C. JacksonDallas · Certified Financial Planner
- David T. MalleckDallas
- Valerie I. MarquezCarrollton
- Michael L. MeadowsDallas
- Samuel D. MitchellPlano · Certified Financial Planner
- Brooksher L. MorganAustin · Certified Financial Planner
- Gregory L. MykytynDallas
- Scott W. O'BrienAustin · Certified Financial Planner
- Alexander W. Pierce IIIDallas
- Haley R. RodriquesPlano · Certified Financial Planner
- Daniel R. SaurPlano
- Kaitlyn G. SimmonsPlano · Certified Financial Planner
- Chad A. SmithDallas · Certified Financial Planner, Chartered Financial Consultant
- Sarah R. StubbsDallas
- Matthew C. ThompsonDallas
- Jared TomsuDallas · Certified Financial Planner
- James J. WardPlano · Certified Financial Planner
- Eric R. WittePlano · Certified Financial Planner
Beacon Pointe Advisors, LLC advisors in every 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 in other states
California 244Massachusetts 23Arizona 18Colorado 11Louisiana 11New Jersey 11North Carolina 10Florida 9Maryland 7New York 5South Carolina 5Michigan 4Minnesota 4Ohio 4Washington 4Illinois 3Indiana 3Tennessee 3Virginia 3
Questions
How many Beacon Pointe Advisors, LLC financial advisors are in Texas?
32 investment adviser representatives are registered at Beacon Pointe Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 421 at the firm nationwide. 15 list the CFP designation and 1 are also registered as broker representatives.
Where in Texas does Beacon Pointe Advisors, LLC have the most advisors?
Dallas, with 19, then Plano (7). Beacon Pointe Advisors, LLC has advisors in 6 cities in Texas.
How do I check a Beacon Pointe Advisors, LLC advisor in Texas?
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.