Financial ADVSR advisor directory · SEC adviser records
Beacon Pointe Advisors, LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Beacon Pointe Advisors, LLC office in Dallas, A to Z.
19 registered advisors work at Beacon Pointe Advisors, LLC in Dallas, out of 442 at the firm nationwide; it ranks number 45 in the city by advisors. 6 list the CFP designation and 1 are also registered broker representatives.
Beacon Pointe Advisors, LLC advisors in Dallas, A to Z
Every Beacon Pointe Advisors, LLC advisor →- Leslie R. AnconaCertified Financial Planner, Chartered Financial Analyst
- Julie M. AndersonInvestment adviser rep
- Miles B. BeckInvestment adviser rep
- Mary S. ChastainInvestment adviser rep
- Lindsey R. CrowInvestment adviser rep
- Peter A. CurtisCertified Financial Planner
- Daniel M. DeandaInvestment adviser rep
- Pierce J. HalstedChartered Financial Analyst
- Emerald E. HensleyCertified Financial Planner
- Michelle HolarenInvestment adviser rep
- Bryan C. JacksonCertified Financial Planner · Also a broker rep
- David T. MalleckInvestment adviser rep
- Michael L. MeadowsInvestment adviser rep
- Gregory L. MykytynInvestment adviser rep
- Alexander W. Pierce IIIInvestment adviser rep
- Chad A. SmithCertified Financial Planner, Chartered Financial Consultant
- Sarah R. StubbsInvestment adviser rep
- Matthew C. ThompsonInvestment adviser rep
- Jared TomsuCertified 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 212Scottsdale, AZ 21Denver, 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 4Bethesda, MD 4
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68
Questions
How many financial advisors does Beacon Pointe Advisors, LLC have in Dallas?
19 investment adviser representatives are registered at Beacon Pointe Advisors, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 442 nationwide. 6 list the CFP designation and 1 are also registered as broker representatives.
Is Beacon Pointe Advisors, LLC one of the largest advisor employers in Dallas?
Beacon Pointe Advisors, LLC ranks number 45 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Beacon Pointe Advisors, LLC advisor in Dallas?
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.