Raymond
Daigle
Beacon Pointe Advisors, LLC
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About this Advisor
Raymond Daigle is a financial advisor based out of Metairie, Louisiana with 3 years of relevant experience. Daigle is an employee of Beacon Pointe Advisors, LLC. During their career, the advisor has held roles at Lpl Financial, LLC, Commonwealth Financial Network, Purshe Kaplan Sterling Investments, Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC. Daigle maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Louisiana and Texas. Beacon Pointe Advisors, LLC is an advisory company based out of Newport Beach, CA. The company has offices in 26 locations and a total of 420 people on staff. It administers $23 billion in assets between its 42,223 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 85 charities and foundations. Of its 42,223 accounts, 36% are held by high-net-worth investors who have at least $1 million in investable assets. Beacon Pointe Advisors, LLC offers a wide range 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 largely vary depending on the type of services offered. However, fees charged by Beacon Pointe Advisors, LLC likely are comprised of any blend 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
Raymond Daigle Work History
Raymond has been registered as a financial advisor for 3 years.*
Purshe Kaplan Sterling Investments
Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services, LLC
Commonwealth Financial Network
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 Raymond Daigle 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
Campbell, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Denver, CO
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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