Levi
Larsen

Beacon Pointe Advisors, LLC

CRD#5846573
Investment Advisor
in Campbell, CA

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About this Advisor

Levi Larsen is a certified financial planner operating in Campbell, California, with a total of 1 year of relevant experience. Larsen is on the advisory team at Beacon Pointe Advisors, LLC. Their career trajectory has included roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Coastal Chemical, Na, Financial Engines Advisors L.L.C and Beacon Pointe Advisors, LLC. Larsen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Beacon Pointe Advisors, LLC is an advisory business that has its headquarters in Newport Beach, CA. The company has offices in 26 locations and a total of 420 advisors. It oversees $23 billion in assets across its 42,223 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 42,223 client accounts, 36% are associated with high-net-worth investors who have more than $1 million in assets. Beacon Pointe Advisors, LLC performs a diverse range 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fees billed by Beacon Pointe Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

900 E Hamilton Ave #120
Campbell, CA 95008

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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

Levi Larsen Work History

Levi has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Beacon Pointe Advisors, LLC

2020 - 2022 (2 years)

Financial Engines Advisors L.L.C

2014 - 2020 (6 years)

Charles Schwab & Co., Inc

2014 - 2020 (6 years)

Charles Schwab Bank

2014 - 2014 (< 1 year)

Na

2013 - 2014 (1 year)

Coastal Chemical

2011 - 2013 (2 years)

Coastal Chemical

*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 Levi Larsen 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

Laine Ainsworth
Newport Beach, CA
Michael Gonzalez
Newport Beach, CA
Thomas O'Connor
Newport Beach, CA
Todd Ruble
Scottsdale, AZ
Logan Bolick
Newport Beach, CA
Leah Loewenthal
Campbell, CA
Jonathan Acosta
Newport Beach, CA
Gregory Taylor
Newport Beach, CA

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.

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