Rebecca
Smith
Beacon Pointe Advisors, LLC
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About this Advisor
Rebecca Smith is a financial advisor based in Newport Beach, California, working with Beacon Pointe Advisors, LLC. Rebecca has previously held positions at UBS Financial Services Inc, Beacon Pointe Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Beacon Pointe Advisors, LLC, and Beacon Pointe Insurance Services. Rebecca has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Rebecca is part of Beacon Pointe Advisors, LLC, which operates out of Newport Beach, California. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$31,279,960,486
500
47,098
$664,146
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
Rebecca Smith Work History
Beacon Pointe Insurance Services
Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC
Purshe Kaplan Sterling Investments, Inc
Beacon Pointe Wealth Advisors, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Rebecca Smith 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
Newport Beach, CA
Charlotte, NC
Winter Park, FL
Scottsdale, AZ
Newport Beach, CA
Newport Beach, CA
Summit, NJ
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