Joshua
Lustbader
Beacon Pointe Advisors, LLC
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About this Advisor
Joshua Lustbader is a financial advisor based in Scottsdale, Arizona, working with Beacon Pointe Advisors, LLC. Joshua has previously held positions at The Vanguard Group, Inc, Paladini Financial Management, Mutual Of Omaha, Texas Tech University, University Of Arizona, Stonegate Capital Advisors, Beacon Pointe Advisors, LLC, Regentatlantic, and Fisher Investments. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Joshua is part of Beacon Pointe Advisors, LLC, which operates out of Scottsdale, Arizona. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$31,279,960,486
500
47,098
$664,146
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
Joshua Lustbader Work History
Beacon Pointe Advisors, LLC
Stonegate Capital Advisors
The Vanguard Group, Inc
Fisher Investments
Paladini Financial Management
Regentatlantic
Texas Tech University
Mutual Of Omaha
University Of Arizona
Disclosures
Please visit the SEC profile of Joshua Lustbader 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
Waltham, MA
Scottsdale, AZ
Charlotte, NC
Newport Beach, CA
Winter Park, FL
Newport Beach, CA
Newport Beach, CA
Summit, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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