Grant
Lyon
Beacon Pointe Advisors, LLC
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About this Advisor
Grant Lyon is a certified financial planner who works in Scottsdale, Arizona who has 1 year of relevant experience. Lyon is on the advisory team at Beacon Pointe Advisors, LLC. The advisor has gained experience at Brighton Jones, Insight Global, Alpha Tau Omega National Fraternity Headquarters and Beacon Pointe Advisors, LLC. Lyon has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Arizona. Beacon Pointe Advisors, LLC is an advisory company operating out of Newport Beach, CA. The company has offices in 26 locations and a total of 420 employees. It has $23 billion in assets under management across its 42,223 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 85 charities and foundations. Of its 42,223 accounts, 36% are held by high-net-worth investors who have at least $1 million in assets. Beacon Pointe Advisors, LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fees usually vary depending on the services provided. Fees charged by Beacon Pointe Advisors, LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Grant Lyon Work History
Grant has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, LLC
Brighton Jones
Insight Global
Alpha Tau Omega National Fraternity Headquarters
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Grant Lyon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
Scottsdale, AZ
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Campbell, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
