Gene
Ka
Beacon Pointe Advisors, LLC
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About this Advisor
Gene Ka is a financial advisor based out of Newport Beach, California with a total of 2 years of relevant experience. Ka is currently employed by Beacon Pointe Advisors, LLC. During their career, Ka has held roles at Gene Ka - Ria, Wealth Design, LLC, Apw Capital, Inc, Beacon Pointe, Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC. Ka has a Series 63 license, certifying them as a securities agent, and can advise clients in California. Beacon Pointe Advisors, LLC is a business operating out of Newport Beach, CA. It has offices in 26 locations and a total of 420 employees. It controls $23 billion in assets among its 42,223 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 42,223 customer accounts, 36% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm has a wide range of services, including 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. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types billed by Beacon Pointe Advisors, LLC may include any combination 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
Gene Ka Work History
Gene has been registered as a financial advisor for 2 years.*
Beacon Pointe
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services, LLC
Apw Capital, Inc
Wealth Design, LLC
Gene Ka - Ria
*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 Gene Ka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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