Paige
Goll
Beacon Pointe Advisors, LLC
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About this Advisor
Paige Goll is a financial advisor operating in Winter Park, Florida with 3 years of industry experience. Goll is an advisor for Beacon Pointe Advisors, LLC. During their career, Goll has held roles at Freedom Ride, Ferrell Wealth Management, Inc, Beacon Pointe Advisors, LLC and Ladenburg Thalmann & Co. Inc. Goll maintains Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Beacon Pointe Advisors, LLC is a firm headquartered in Newport Beach, CA. It has offices in 26 locations and a total of 420 financial advisors. It administers $23 billion in assets under management between its 42,223 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 85 charities and foundations. Of its 42,223 client accounts, 36% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Beacon Pointe Advisors, LLC may include some 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
Paige Goll Work History
Paige has been registered as a financial advisor for 3 years.*
Beacon Pointe Advisors, LLC
Ferrell Wealth Management, Inc
Freedom Ride
Ladenburg Thalmann & Co. 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 Paige Goll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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