Mitchell
Hughes
Beacon Pointe Advisors, LLC
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About this Advisor
Mitchell Hughes is a financial advisor working out of Newport Beach, California with 4 years of industry experience. Hughes works at Beacon Pointe Advisors, LLC. Hughes has gained experience at Bethel University, Sovos Compliance/Convey Compliance System, Target Corporation, J.W. Cole Advisors, Inc, J.W. Cole Financial, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Victoria'S Secret Stores LLC, Grind Media, Bank Of America, N.A, Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC. Hughes has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California. Beacon Pointe Advisors, LLC is a company headquartered in Newport Beach, CA. The investment advisory business has offices in 26 locations and a total of 420 people on staff. It controls $23 billion in assets under management among its 42,223 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 85 charitable organizations. Of its 42,223 customer accounts, 36% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a diverse assortment of services, including 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. Financial advisory fee schedules largely depend on the financial services provided. Fee types billed by Beacon Pointe Advisors, LLC most likely include 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
$23,245,734,845
420
42,223
$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
Mitchell Hughes Work History
Mitchell has been registered as a financial advisor for 4 years.*
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services, LLC
J.W. Cole Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
J.W. Cole Financial, Inc
Sovos Compliance/Convey Compliance System
Target Corporation
Victoria'S Secret Stores LLC
Grind Media
Bethel University
*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 Mitchell Hughes 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
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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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