Paul
Duncan
Beacon Pointe Advisors, LLC
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About this Advisor
Paul Duncan is a financial advisor operating out of Newport Beach, California, with a total of 1 year of relevant experience. Duncan is currently employed by Beacon Pointe Advisors, LLC. Their career trajectory has included roles at Securities America, Inc, Duncan Investment Advisors, Inc, Securities America Advisors, Lpl Financial LLC, Securities America Inc, Beacon Pointe Advisors, Lcc and Purshe Kaplan Sterling Investments. Duncan holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Beacon Pointe Advisors, LLC is a financial advisory business operating out of Newport Beach, CA. The company has offices in 26 locations and a total of 420 employees. It has $23 billion in assets under management across its 42,223 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 42,223 accounts, 36% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Beacon Pointe Advisors, LLC provides a number 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. Financial advisory fee schedules are based on which services are provided. However, fees charged by Beacon Pointe Advisors, LLC most likely 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
$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
Paul Duncan Work History
Paul has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, Lcc
Purshe Kaplan Sterling Investments
Lpl Financial LLC
Securities America Inc
Securities America Advisors
Securities America Advisors
Duncan Investment Advisors, Inc
Securities America, Inc
*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 Paul Duncan 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
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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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.
