Hugh
Gates
Beacon Pointe Advisors, LLC
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About this Advisor
Hugh Gates is a certified financial planner based in Newport Beach, California. Gates is currently employed by Beacon Pointe Advisors, LLC. During their career, the advisor has held roles at Valic Financial Advisors, Inc, Delta Asset Management, Beacon Pointe Advisors and Legacy Wealth Management. Gates holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee. Beacon Pointe Advisors, LLC is a registered investment business that has its headquarters in Newport Beach, CA. The firm has offices in 26 locations and a total of 420 advisors. It administers $23 billion in assets among its 42,223 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 85 charities and foundations. Of its 42,223 accounts, 36% are held by high-net-worth investors who have more than $1 million in assets. The business has a diverse array 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 management fee schedules depend on the financial services offered. However, fee types charged by Beacon Pointe Advisors, LLC most likely include 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
Hugh Gates Work History
Hugh has been registered as a financial advisor for 0 years.*
Beacon Pointe Advisors
Legacy Wealth Management
Delta Asset Management
Valic Financial Advisors, Inc
*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 Hugh Gates 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
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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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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.
