Charles
Farrell
Beacon Pointe Advisors, LLC
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About this Advisor
Charles Farrell is a financial advisor based in Newport Beach, California with a total of 2 years of industry experience. Farrell is on the advisory team at Beacon Pointe Advisors, LLC. During their career, Farrell has held roles at Beacon Pointe Advisors, LLC and Northstar Investment Advisors, LLC. Farrell holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado and Ohio. Beacon Pointe Advisors, LLC is a registered investment firm based out of Newport Beach, CA. The firm has offices in 26 locations and a total of 420 people on staff. It administers $23 billion in assets under management among its 42,223 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 85 charities and foundations. Of its 42,223 customer accounts, 36% belong to high-net-worth clients who have at least $1 million in investable assets. Beacon Pointe Advisors, LLC offers a wide 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. Fees charged by financial advisors usually vary depending on which service is provided. Fees charged by Beacon Pointe Advisors, LLC likely 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
Charles Farrell Work History
Charles has been registered as a financial advisor for 2 years.*
Beacon Pointe Advisors, LLC
Northstar Investment Advisors, LLC
*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 Charles Farrell 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
Newport Beach, CA
Los Angeles, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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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