Mollie
Privett
Beacon Pointe Advisors, LLC
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About this Advisor
Mollie Privett is a certified financial planner who works out of Newport Beach, California, with 1 year of industry experience. Privett is an advisor for Beacon Pointe Advisors, LLC. Throughout their career, they have worked at Coronado High School, Manning Wealth Management, Coronado Fitness Club, California State University Long Beach, Commonwealth Financial Network, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Oregon State University, Commonweatlh Financial Network, Pure Financial Advisors, Morton Wealth and Beacon Pointe Advisors, LLC. Privett is approved to work in California. Beacon Pointe Advisors, LLC is a financial advisory company headquartered in Newport Beach, CA. The firm has offices in 26 locations and a total of 420 financial advisors. It oversees $23 billion in assets among its 42,223 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 85 charitable organizations. Of its 42,223 client accounts, 36% are associated with high-net-worth individuals who have at least $1 million in assets. Beacon Pointe Advisors, LLC offers 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 fees are based on which service is provided. Fee types billed by Beacon Pointe Advisors, LLC can consist 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
$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
Mollie Privett Work History
Mollie has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, LLC
Morton Wealth
Pure Financial Advisors
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Manning Wealth Management
Commonweatlh Financial Network
California State University Long Beach
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial Network
Oregon State University
Coronado Fitness Club
Coronado High School
*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 Mollie Privett 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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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.
