Financial ADVSR advisor directory · SEC adviser records
Beacon Pointe Advisors, LLC financial advisors in Seattle, WA
Every SEC-registered investment adviser representative at a Beacon Pointe Advisors, LLC office in Seattle, A to Z.
3 registered advisors work at Beacon Pointe Advisors, LLC in Seattle, out of 442 at the firm nationwide; it ranks number 72 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Beacon Pointe Advisors, LLC advisors in Seattle, A to Z
Every Beacon Pointe Advisors, LLC advisor →- John S. DelafieldCertified Financial Planner
- Jeffrey J. MoseleyChartered Financial Analyst
- James R. SimoneCertified Financial Planner, Chartered Financial Analyst
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 Seattle
All Seattle advisors →Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 123Wells Fargo Clearing Services, LLC 113Brighton Jones LLC 104J.P. Morgan Securities LLC 95LPL Financial LLC 74UBS Financial Services Inc. 74RBC Capital Markets, LLC 64Edward Jones 61Robert W. Baird & Co. Incorporated 58D.A. Davidson & Co. 51Strategic Advisers LLC 51
Questions
How many financial advisors does Beacon Pointe Advisors, LLC have in Seattle?
3 investment adviser representatives are registered at Beacon Pointe Advisors, LLC offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 442 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 Seattle?
Beacon Pointe Advisors, LLC ranks number 72 in Seattle by registered advisors; Morgan Stanley has the most, with 144.
How do I check a Beacon Pointe Advisors, LLC advisor in Seattle?
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.