Bella
Sirgy
Beacon Pointe Advisors, LLC
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About this Advisor
Bella Sirgy is a financial advisor based in Carlsbad, California, working with Beacon Pointe Advisors, LLC. Bella has previously worked at Clg Dba John D Cartwright & Associates, Northwestern Mutual, Coto De Caza Golf & Racquet Club, 8168 Productions, Piñatafarms, Tbwa/Raad, Ucla, Century High School, Cetera Advisor Networks, Purshe Kaplan Sterling Investment, Lpl Financial LLC, Partners Federal Cu, Beacon Pointe Advisors, LLC, and Beacon Pointe Insurance Services. Bella has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Bella is part of Beacon Pointe Advisors, LLC, which operates out of Carlsbad, California. The firm has 65 offices and 600 employees. Beacon Pointe Advisors, LLC manages assets totaling $39.8 billion and serves charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and institutional clients, pension consulting, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structures at Beacon Pointe Advisors, LLC include asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$39,839,757,384
600
54,870
$726,075
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- 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
Bella Sirgy Work History
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services
Lpl Financial LLC
Partners Federal Cu
Purshe Kaplan Sterling Investment
Clg Dba John D Cartwright & Associates
Northwestern Mutual
Cetera Advisor Networks
Coto De Caza Golf & Racquet Club
8168 Productions
Piñatafarms
Tbwa/Raad
Ucla
Century High School
Disclosures
Please visit the SEC profile of Bella Sirgy 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
Newport Beach, CA
Bala Cynwyd, PA
Campbell, CA
Newport Beach, CA
Vero Beach, FL
Waltham, MA
Metairie, LA
Waltham, MA
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