Financial ADVSR advisor directory · SEC adviser records
Beacon Pointe Advisors, LLC financial advisors in Columbia, MD
Every SEC-registered investment adviser representative at a Beacon Pointe Advisors, LLC office in Columbia, A to Z.
The short answer
3 registered advisors work at Beacon Pointe Advisors, LLC in Columbia, out of 421 at the firm nationwide; it ranks number 25 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Beacon Pointe Advisors, LLC advisors in Columbia, A to Z
Every Beacon Pointe Advisors, LLC advisor →- Zachary O. BoleynCertified Financial Planner
- Grace K. BoyleInvestment adviser rep
- Brian KeeneyCertified Financial Planner
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 19Scottsdale, AZ 17Denver, CO 10Waltham, MA 10Metairie, LA 9Larkspur, CA 8Plano, TX 7Asheville, NC 6Campbell, CA 6Pasadena, CA 6Los Angeles, CA 5Akron, OH 4Bethesda, MD 4Boston, MA 4
Other firms in Columbia
All Columbia advisors →Wells Fargo Clearing Services, LLC 63Equitable Advisors, LLC 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41LPL Financial LLC 15Ameriprise Financial Services, LLC 14Morgan Stanley 13Raymond James Financial Services Advisors, Inc. 12Baltimore-Washington Financial Advisors 11Cetera Investment Advisers LLC 11MML Investors Services, LLC 9Transamerica Financial Advisors, LLC 8Commonwealth Financial Network 7
Questions
How many financial advisors does Beacon Pointe Advisors, LLC have in Columbia?
3 investment adviser representatives are registered at Beacon Pointe Advisors, LLC offices in Columbia, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 421 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Beacon Pointe Advisors, LLC one of the largest advisor employers in Columbia?
Beacon Pointe Advisors, LLC ranks number 25 in Columbia by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.
How do I check a Beacon Pointe Advisors, LLC advisor in Columbia?
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.