Gail
Hansen
Beacon Pointe Advisors, LLC
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About this Advisor
Gail Hansen is a financial advisor working in Denver, Colorado. Hansen is an advisor for Beacon Pointe Advisors, LLC. Hansen has gained experience at Lpl Financial LLC, Pinnacle Wealth Management, Inc and Beacon Pointe Advisors, LLC. Hansen maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Beacon Pointe Advisors, LLC is a financial advisory firm operating out of Newport Beach, CA. The firm has offices in 26 locations and a total of 420 advisors. It has $23 billion in assets under management between its 42,223 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 85 charitable organizations. Of its 42,223 accounts, 36% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a diverse array 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. Fees for financial management largely vary depending on which service is provided. However, 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
Gail Hansen Work History
Gail has been registered as a financial advisor for 0 years.*
Beacon Pointe Advisors, LLC
Pinnacle Wealth Management, Inc
Lpl Financial 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 Gail Hansen 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
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Draper, UT
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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