Mark
Flint

Beacon Pointe Advisors, LLC

CRD#4723236
Investment Advisor
in San Diego, CA

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About this Advisor

Mark Flint is a chartered financial analyst who works in San Diego, California who has 7 years of industry experience. Flint is an advisor for Beacon Pointe Advisors, LLC. Their career trajectory has included roles at Brandes Investment Partners, L.P, Quasar Distributors, LLC, Alps Distributors, Inc, Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC. Flint maintains a Series 63 license, certifying them as a securities broker, and can serve investors in California. Beacon Pointe Advisors, LLC is a registered investment company headquartered in Newport Beach, CA. It has offices in 26 locations and a total of 420 advisors. It manages $23 billion in assets among its 42,223 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 42,223 client accounts, 36% belong to high-net-worth individuals who have more than $1 million in assets. The company has a wide set 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 are based on which services the firm provides the client. Fees charged by Beacon Pointe Advisors, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

7 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

11622 El Camino Real
San Diego, CA 92130

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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

Mark Flint Work History

Mark has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Beacon Pointe Advisors, LLC

2016 - Present (8 years)

Beacon Pointe Insurance Services, LLC

2015 - 2015 (< 1 year)

Alps Distributors, Inc

2014 - 2015 (1 year)

Quasar Distributors, LLC

2009 - 2015 (6 years)

Brandes Investment Partners, L.P

*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 Mark Flint 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

Indya Yuill
Los Angeles, CA
Mark Moehlman
Newport Beach, CA
Carolyn Smith
Newport Beach, CA
Daniel Mcgilvray
Denver, CO
Thomas O'Connor
Newport Beach, CA
Laine Ainsworth
Newport Beach, CA
Dane Jensen
Draper, UT
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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