Mark
Flint
Beacon Pointe Advisors, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$23,245,734,845
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
420
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
42,223
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$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
Mark Flint Work History
Mark has been registered as a financial advisor for 7 years.*
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services, LLC
Alps Distributors, Inc
Quasar Distributors, LLC
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
Los Angeles, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Campbell, CA
Denver, CO
Draper, UT
Scottsdale, AZ
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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