Indya
Yuill

Beacon Pointe Advisors, LLC

CRD#6482517
Investment Advisor
in Los Angeles, CA

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About this Advisor

Indya Yuill is a financial advisor who works out of Los Angeles, California who has 4 years of industry experience. Yuill is currently employed by Beacon Pointe Advisors, LLC. Over the course of their career, Yuill has held roles at Guggenheim Partners, Guggenheim Funds Distributors, Beacon Pointe Advisors, LLC and Beacon Pointe Wealth Advisors, LLC. Yuill has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Beacon Pointe Advisors, LLC is a firm operating out of Newport Beach, CA. It has offices in 26 locations and a total of 420 financial advisors. It handles $23 billion in total assets across its 42,223 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 42,223 accounts, 36% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs a broad 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. Fees charged by financial advisors usually vary depending on the financial services. However, fees charged by Beacon Pointe Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11601 Wilshire Boulevard Suite 1600
Los Angeles, CA 90025

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Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$23,245,734,845

CA Average: $7,578,581,321
Total Number of Employees

420

CA Average: 43
Total Number of Accounts

42,223

CA Average: 3,727
Average Account Size

$550,547

CA Average: $2,033,427

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

Indya Yuill Work History

Indya has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Beacon Pointe Advisors, LLC

2019 - 2020 (1 year)

Beacon Pointe Wealth Advisors, LLC

2019 - 2020 (1 year)

Beacon Pointe Advisors, LLC

2018 - 2019 (1 year)

Beacon Pointe Advisors, LLC

2016 - 2018 (2 years)

Beacon Pointe Advisors, LLC

2015 - 2016 (1 year)

Guggenheim Funds Distributors

2013 - 2015 (2 years)

Guggenheim Partners

*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 Indya Yuill 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

Thomas O'Connor
Newport Beach, CA
Michael Gonzalez
Newport Beach, CA
Indya Yuill
Los Angeles, CA
Gregory Taylor
Newport Beach, CA
Todd Ruble
Scottsdale, AZ
Laine Ainsworth
Newport Beach, CA
Cal Dickman
Newport Beach, CA
Dane Jensen
Draper, UT

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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