Levi
Larsen
Beacon Pointe Advisors, LLC
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About this Advisor
Levi Larsen is a financial advisor based in Campbell, California, working with Beacon Pointe Advisors, LLC. Levi has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Coastal Chemical, Na, Financial Engines Advisors L.L.C, and Beacon Pointe Advisors, LLC. Levi has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Levi is part of Beacon Pointe Advisors, LLC, which operates out of Campbell, California. 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
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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
Levi Larsen Work History
Beacon Pointe Advisors, LLC
Financial Engines Advisors L.L.C
Charles Schwab & Co., Inc
Charles Schwab Bank
Na
Coastal Chemical
Disclosures
Please visit the SEC profile of Levi Larsen 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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