Mark
Generales

Beacon Pointe Advisors, LLC

CRD#854190
Investment Advisor
in Bonita Springs, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Generales is a financial advisor based out of Bonita Springs, Florida who has 1 year of industry experience. Generales is an employee of Beacon Pointe Advisors, LLC. Their career trajectory has included roles at Securities America Inc, Southern Trust Financial Planning, Purshe Kaplan Sterling Investments and Beacon Pointe Dba Southern Trust Financial Planning. Generales has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Beacon Pointe Advisors, LLC is a company operating out of Newport Beach, CA. The investment advisory business has offices in 26 locations and a total of 420 employees. It has $23 billion in assets under management among its 42,223 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 85 charitable organizations. Of its 42,223 client accounts, 36% belong to high-net-worth clients who have at least $1 million in assets. The company offers 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. Fees charged by financial advisors are based on the services offered. However, fees charged by Beacon Pointe Advisors, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9240 Bonita Beach Rd Suite 2211
Bonita Springs, FL 34135

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$23,245,734,845

FL Average: $7,578,581,321
Total Number of Employees

420

FL Average: 43
Total Number of Accounts

42,223

FL Average: 3,727
Average Account Size

$550,547

FL Average: $2,033,427

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

Mark Generales Work History

Mark has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2022 - Present (2 years)

Beacon Pointe Dba Southern Trust Financial Planning

2010 - 2021 (11 years)

Southern Trust Financial Planning

2009 - 2021 (12 years)

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 Mark Generales 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

Laine Ainsworth
Newport Beach, CA
Gregory Taylor
Newport Beach, CA
Thomas O'Connor
Newport Beach, CA
Todd Ruble
Scottsdale, AZ
Michael Gonzalez
Newport Beach, CA
Mark Moehlman
Newport Beach, CA
Daniel Mcgilvray
Denver, CO
Leah Loewenthal
Campbell, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started